# Christofferson, Robb & Company

> Christofferson, Robb & Company is an SEC-registered investment advisory firm in New York, NY, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 121299
- Filed as: CHRISTOFFERSON, ROBB & COMPANY
- Legal name: Christofferson, Robb & Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121299
- AdvisorCensus page: https://advisorcensus.com/firm/christofferson-robb-and-company-new-york-ny-121299

## Quick answers

**How is Christofferson, Robb & Company compensated?**
On its Form ADV (Item 5.E, October 2026), Christofferson, Robb & Company reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Christofferson, Robb & Company located?**
Christofferson, Robb & Company's principal office is in New York, NY, according to its Form ADV.

**Is Christofferson, Robb & Company registered with the SEC or a state?**
Christofferson, Robb & Company is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 121299.

**How much does Christofferson, Robb & Company manage?**
Christofferson, Robb & Company reports $11,270,331,692 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (90% discretionary).

**How have Christofferson, Robb & Company's assets and staff changed since 2021?**
In the Form ADV data for Christofferson, Robb & Company: Regulatory assets under management: $5,386,566,470 in the October 2021 data and $11,270,331,692 in the October 2026 data, up 109%. Total employees: 34 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Christofferson, Robb & Company serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10); other (5); state or municipal government entities (including government pension plans) (4).

**Which custodians does Christofferson, Robb & Company use?**
Christofferson, Robb & Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Butterfield, Investec, JPMorgan Chase and Northern Trust Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Christofferson, Robb & Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121299

**What changed in Christofferson, Robb & Company's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Butterfield
- Investec
- JPMorgan Chase
- Northern Trust Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $11,270,331,692
- Discretionary: $10,192,377,022
- Non-discretionary: $1,077,954,670

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $3,994,276,312 |
| Charitable organizations | 2 | $136,036,772 |
| State or municipal government entities (including government pension plans) | 4 | $1,858,836,733 |
| Sovereign wealth funds and foreign official institutions | 4 | $2,228,042,670 |
| Corporations or other businesses not listed above | 1 | $1,077,954,670 |
| Other | 5 | $1,975,184,535 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2002 (23 years)
- Employees: 42 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [christoffersonrobb.com](https://christoffersonrobb.com)
- LinkedIn @christofferson-robb-&-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,386,566,470 | 34 | March 22, 2021 |
| October 2022 | $6,099,063,648 | 33 | August 5, 2022 |
| October 2023 | $8,101,639,822 | 35 | September 8, 2023 |
| October 2024 | $8,132,981,117 | 41 | March 28, 2024 |
| October 2025 | $7,912,765,231 | 40 | March 31, 2025 |
| October 2026 | $11,270,331,692 | 42 | June 22, 2026 |

Regulatory assets under management: $5,386,566,470 in the October 2021 data and $11,270,331,692 in the October 2026 data, up 109%.
Total employees: 34 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $7,912,765,231 to $11,291,246,691 (+43%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Christofferson, Robb & Company (CRD 121299): Form ADV filing data as of October 2026.