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Robotti & Company Advisors, LLC
SEC-regulated
Registered investment advisor
Robotti & Company Advisors, LLC is an investment adviser based in New York, established under the Investment Advisers Act of 1940. The firm offers a Wrap Fee Program providing advisory and brokerage services for an all-inclusive fee. Clients participate in specific strategies like the Value Equity Strategy and Concentrated Value Strategy, managed by Portfolio Manager Mr. Robert Robotti. The firm primarily focuses on small to mid-cap companies, aiming for long-term capital appreciation. The Wrap Fee is asset-based, ranging from 1.00% to 2.00% based on the account size. The firm also offers discretionary and non-discretionary investment management services for Managed Accounts and private investment funds. Clients must have a minimum account size of $500,000 for the Wrap Fee Account, which may be negotiable. The firm's investment decisions are based on fundamental security analysis, and it emphasizes high ethical standards and compliance with regulations. Clients are provided with regular account reviews and statements for transparency and accuracy. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in bankruptcy proceedings.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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