Investment adviser · CRD 298412

ROBSON INVESTMENT STRATEGIES, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

TAMPA, FL, United States · Form ADV filed Feb 1, 2019

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CONCENTRATED ACTIVE EQUITY STRATEGIES, LLCPrivate Equity Fund · Last reported Feb 1, 2019$6MGross asset value
Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WARREN AVERETT, LLC TAMPA, Florida, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WARREN AVERETT, LLC
PCAOB 2226

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source
Fund ID
805-5483907983
Reported beneficial owners
1
Minimum commitment
$10M

Form ADV 1270611 · Feb 1, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 1, 2019. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

4230 SOUTH MACDILL AVENUE, SUITE E224
TAMPA, FL, 33611, United States

CRD 298412

Filing source

Form ADV 1270611 · Feb 1, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.