# Robertson Opportunity Capital, LLC

> Robertson Opportunity Capital, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 118484
- Filed as: ROBERTSON OPPORTUNITY CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118484
- AdvisorCensus page: https://advisorcensus.com/firm/robertson-opportunity-capital-llc-dallas-tx-118484

## Quick answers

**How is Robertson Opportunity Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Robertson Opportunity Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Robertson Opportunity Capital, LLC located?**
Robertson Opportunity Capital, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Robertson Opportunity Capital, LLC registered with the SEC or a state?**
Robertson Opportunity Capital, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 118484.

**How much does Robertson Opportunity Capital, LLC manage?**
Robertson Opportunity Capital, LLC reports $358,680,296 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Robertson Opportunity Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Robertson Opportunity Capital, LLC: Regulatory assets under management: $281,117,777 in the October 2021 data and $358,680,296 in the October 2026 data, up 28%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Robertson Opportunity Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Robertson Opportunity Capital, LLC 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/118484

**Does Robertson Opportunity Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Each of the funds requires a minimum initial subscription of $1,000,000, although investments of lesser amounts may be accepted at our sole discretion."

**What changed in Robertson Opportunity Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $313,228,065 to $358,680,296 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Each of the funds requires a minimum initial subscription of $1,000,000, although investments of lesser amounts may be accepted at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $358,680,296
- Discretionary: $358,680,296
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $358,680,296 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rocapital.com](https://rocapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $281,117,777 | 5 | March 30, 2021 |
| October 2022 | $274,429,947 | 5 | March 30, 2022 |
| October 2023 | $224,050,245 | 4 | March 29, 2023 |
| October 2024 | $301,393,454 | 4 | March 27, 2024 |
| October 2025 | $313,228,065 | 6 | March 28, 2025 |
| October 2026 | $358,680,296 | 6 | March 31, 2026 |

Regulatory assets under management: $281,117,777 in the October 2021 data and $358,680,296 in the October 2026 data, up 28%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $313,228,065 to $358,680,296 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robertson Opportunity Capital, LLC (CRD 118484): Form ADV filing data as of October 2026.