# Robotti & Company Advisors, LLC > Robotti & Company Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026. - CRD: 128093 - Filed as: ROBOTTI & COMPANY ADVISORS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: New York, NY - Filing period: October 2026 - Form ADV filing dated: March 31, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128093 - AdvisorCensus page: https://advisorcensus.com/firm/robotti-and-company-advisors-llc-new-york-ny-128093 ## Quick answers **How is Robotti & Company Advisors, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Robotti & Company Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. **Where is Robotti & Company Advisors, LLC located?** Robotti & Company Advisors, LLC's principal office is in New York, NY, according to its Form ADV. **Is Robotti & Company Advisors, LLC registered with the SEC or a state?** Robotti & Company Advisors, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 128093. **How much does Robotti & Company Advisors, LLC manage?** Robotti & Company Advisors, LLC reports $949,803,325 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary). **How have Robotti & Company Advisors, LLC's assets and staff changed since 2021?** In the Form ADV data for Robotti & Company Advisors, LLC: Regulatory assets under management: $554,814,968 in the October 2021 data and $949,803,325 in the October 2026 data, up 71%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Robotti & Company Advisors, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (192); individuals (other than high net worth individuals) (33); pension and profit sharing plans (but not the plan participants or government pension plans) (15). **Which custodians does Robotti & Company Advisors, LLC use?** Robotti & Company Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC, J.P. Morgan Securities LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets. **Does Robotti & Company Advisors, 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/128093 **Does Robotti & Company Advisors, LLC state an account minimum?** Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Adviser requires a minimum account of $500,000 for opening a Separately Managed Account, although the minimum account size may be negotiable under certain circumstances." **What changed in Robotti & Company Advisors, LLC's recent Form ADV filings?** In the December 2025 filing data: Registered or notice-filed in CT. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Performance-based fees - Other ### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026) - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > The Adviser requires a minimum account of $500,000 for opening a Separately Managed Account, although the minimum account size may be negotiable under certain circumstances. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - Interactive Brokers LLC - J.P. Morgan Securities LLC - Pershing LLC 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: $949,803,325 - Discretionary: $949,803,325 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 33 | $21,252,237 | | High net worth individuals | 192 | $337,897,206 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 5 | $531,307,082 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $26,027,843 | | Charitable organizations | 5 | $28,473,767 | | Corporations or other businesses not listed above | 2 | $4,845,190 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for pooled investment vehicles (other than investment companies) - Portfolio management for businesses (other than small businesses) or institutional clients - Other ### Firm details - Registered since: 2001 (25 years) - Employees: 18 total, 14 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: CA, CT, ID, NV, NY, OR, RI, TX, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [robotti.com](https://robotti.com) - LinkedIn @robotti-&-co- - X @BobRobotti - YouTube @robotticompanyinc.2783 ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $554,814,968 | 17 | June 8, 2021 | | October 2022 | $732,430,310 | 17 | June 28, 2022 | | October 2023 | $707,633,665 | 17 | May 31, 2023 | | October 2024 | $987,879,505 | 18 | June 12, 2024 | | October 2025 | $881,805,476 | 18 | March 31, 2025 | | October 2026 | $949,803,325 | 18 | March 31, 2026 | Regulatory assets under management: $554,814,968 in the October 2021 data and $949,803,325 in the October 2026 data, up 71%. Total employees: 17 in October 2021 and 18 in October 2026. ## Changes in the filing (last 12 months) ### December 2025 - Registered or notice-filed in CT. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robotti & Company Advisors, LLC (CRD 128093): Form ADV filing data as of October 2026.