Robertson Investment Management
Overview
Robertson Investment Management is a private investment firm based in New York City, specializing in diverse asset classes and investment stages. The firm offers discretionary and non-discretionary investment management services and bespoke solutions to families, foundations, and global institutions. Founded in 1976, Robertson manages assets across public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit, and natural resources. The firm's investment approach emphasizes capital preservation and strategic market direction analysis. Robertson's unique strategy for monitoring market direction, based on demographic shifts, provides critical information about economic swings. The firm partners with exceptional entrepreneurs, offering a permanent capital base, alignment of interests with stakeholders, and investment flexibility. Robertson focuses on themed-based investing, maintaining conservative policies, and prioritizing clients' interests. With a heritage rooted in family office management, Robertson Investment Management has been dedicated to clients' financial health for over 50 years. The firm's mission is to ensure customers benefit from a long-term relationship with professionals committed to their financial well-being. Robertson's approach combines institutional-quality investment solutions with comprehensive wealth planning and intelligent digital solutions, aiming to be the best wealth management firm and elevating the wealth management experience for its clients.
Investment Focus
- Alignment with firm's investment philosophy and asset class focus
- Commitment to long-term investment horizon
- Interest in diverse industries and global markets
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Robertson Investment Management
What sectors does Robertson Investment Management invest in?
Robertson Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Robertson Investment Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Robertson Investment Management invest at?
Robertson Investment Management backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Robertson Investment Management invest in?
Robertson Investment Management invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
What companies has Robertson Investment Management invested in?
Robertson Investment Management's portfolio includes Tesseract, Entera, Level 3 Communications, Fliphound, LLC, Atomic Enterprises, LLC, Billboard Opportunity Co., LP, NextiraOne and Axcera.
Last updated · Source: ConnectSafely investor database
