Robecosam Usa, Inc. is a large advisory firm based in New York. It manages $159.65 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Delaware and New York.
Robecosam Usa provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robecosam Usa, Inc. is $159.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Robecosam Usa, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Neil Thomas Johnson has been acting as President since 1 Sep 2010. Reto Nmn Schwager joined the executive team most recently as the Director, Chairperson, Ceo.
The principal office where Robecosam Usa, Inc. performs its advisory services is located at 909 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-908-0443 or by fax 212-908-0195. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at robecosam-usa.com.