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RAUB BROCK CAPITAL MANAGEMENT, LP
CRD 153994 · SEC 801-71732
700 LARKSPUR LANDING CIRCLE, SUITE 240, LARKSPUR, CA, 94939, United States
Phone
415-927-6990
Fax
415-927-6996
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.93B
Discretionary AUM
$467.0M
Team
9 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $19.7M |
| High net worth individuals | 81 | $256.2M |
| Pension/profit sharing plans | 2 | $18.5M |
| Other investment advisers | 24 | $2.63B |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD