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ROBERTSON OPPORTUNITY CAPITAL, LLC

DALLAS, TX · CRD 118484 · IAPD ↗ · rocapital.com · 972-713-5001

$358.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — ROBERTSON OPPORTUNITY CAPITAL, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — ROBERTSON OPPORTUNITY CAPITAL, LLC reported RAUM up 35% ($224.1M -> $301.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.