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ROBOTTI & COMPANY ADVISORS, LLC
CRD 128093File 801-60314
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$949.8M
Above cohort median (national)
Discretionary AUM
$949.8M
Clients
252
252 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 7, 2001
- Principal office
- 125 PARK AVENUE, SUITE 1607, NEW YORK, NY, 10017
- Phone
- 212 986-4800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $949.8M
- Discretionary AUM
- $949.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 252
- Non-discretionary accounts
- 0
- Total accounts
- 252
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.8M |
| Charitable organizations | 5 | $28.5M |
| High net worth individuals | 192 | $337.9M |
| Pooled investment vehicles | 5 | $531.3M |
| Pension and profit sharing plans | 15 | $26.0M |
| Individuals (other than high net worth individuals) | 33 | $21.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEE FOR INVESTMENT ADVICE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.