SourcingSourcing

ROBINSON CAPITAL MANAGEMENT, LLC

C28
CRD 166182·SEC 801-77378·GROSSE POINTE FARMS, MI
AUM
$1.54B
$1B+
Est. Revenue
$15.4M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$36.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBINSON CAPITAL MANAGEMENT, LLC
CRD
166182
SEC file #
801-77378
EIN
273740541
DBA names
—

Economics

AUM
$1.54B
AUM band
$1B+
AUM trajectory
'20'26
$627.3M → $1.54B▲ +145%
Client mix
State Or Municipal Govt74
Investment Companies2
Corporations2
Other2

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
GROSSE POINTE FARMS MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
twitter.com/robinsoncapital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBINSON CAPITAL HOLDING COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ROBINSON CAPITAL HOLDING COMPANY
PROST, GREGORY, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:robinson.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001507936
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2011-01-07
Edgar Last Filing Date
2015-03-16
Edgar Form D Count
5
Edgar Form D Offerings
2015-03-162015-03-16 · 0000913849-15-000086
2014-02-142014-02-14 · 0000913849-14-000052
Edgar Former Names
TELEMUS INCOME & PRINCIPAL PRESERVATION FUND I, LP

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4645
Soi Zip Pct 200k Plus
0.211
Soi Zip Returns 200k Plus
3,330
Soi Zip Total AGI
2,774,561
Fdic Zip Total Deposits
48,152,374,000
Fdic Zip Branch Count
552
Fdic Zip Top Banks
Comerica Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
63 KERCHEVALSUITE 111GROSSE POINTE FARMS, MI 48236
Business
63 KERCHEVALSUITE 111GROSSE POINTE FARMS, MI 48236
Edgar EIN
273740541
Edgar Recent Filings
D/A2015-03-16 · 0000913849-15-000086
D/A2014-02-14 · 0000913849-14-000052
Fdic Zip Branches Raw
First of America Bank-Southeast Michigan, National AssociationGrosse Pointe Farms, MI
Republic BankGrosse Pointe Farms, MI
Fdic Zip HHI
1763.49
Fdic Zip Top Bank Share Pct
38.25
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,970
Returns3,400
Stub 2
AGI67,447
Returns1,820
Stub 3
AGI106,596
Returns1,700
Soi Zip Total Business Income
82,768
Soi Zip Total Cap Gains
201,748
Soi Zip Total Dividends
170,492
Soi Zip Total Returns
15,780
Trust Company Affiliate
No

People (2)

2
ROBINSON, JAMES, CHRISTOPHER
IAR · Executive Officer · 2.5%
2366903
PROST, GREGORY, ADAM
Executive Officer · 2.5%
4376776