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CHRISTOFFERSON, ROBB & COMPANY
Legal name: CHRISTOFFERSON, ROBB & COMPANY, LLC
CRD 121299File 801-61557
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.27B
Top 10% of cohort (national)
Discretionary AUM
$10.19B
Non-discretionary $1.08B
Clients
21
26 accounts
Employees
42
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 29, 2002
- Principal office
- 680 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10019-4107
- Phone
- 212-489-4350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.27B
- Discretionary AUM
- $10.19B
- Non-discretionary AUM
- $1.08B
- Discretionary accounts
- 25
- Non-discretionary accounts
- 1
- Total accounts
- 26
- AUM per client
- $536.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.08B |
| Non-U.S. persons | Fewer than 5 | $2.23B |
| Charitable organizations | Fewer than 5 | $136.0M |
| Pooled investment vehicles | 10 | $3.99B |
| State or municipal government entities | Fewer than 5 | $1.86B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 26 | 21 | decreased by5 |
| May 1, 2026 | AUM | $11,291,246,691 | $11,270,331,692 | decreased by$20,914,999 |
| Apr 1, 2026 | Employees | 40 | 42 | increased by2 |
| Apr 1, 2026 | Clients | 19 | 26 | increased by7 |
| Apr 1, 2026 | AUM | $7,912,765,231 | $11,291,246,691 | increased by$3,378,481,460 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 40 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 19 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,099,063,648 | $7,912,765,231 | increased by$1,813,701,583 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 26 | increased by3 |
| Apr 1, 2022 | Clients | 20 | 23 | increased by3 |
| Apr 1, 2022 | AUM | $5,246,182,998 | $6,099,063,648 | increased by$852,880,650 |
| Apr 1, 2022 | Accounts | 20 | 23 | increased by3 |
| Dec 1, 2021 | Employees | 34 | 33 | decreased by1 |
| Dec 1, 2021 | Clients | 23 | 20 | decreased by3 |
| Dec 1, 2021 | AUM | $5,386,566,470 | $5,246,182,998 | decreased by$140,383,472 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHRISTOFFERSON ROBB” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHRISTOFFERSON ROBB” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.