Raub Brock Capital Management LP
Raub Brock Capital Management, LP is an independent, employee-owned SEC Registered Investment Adviser headquartered in Larkspur, California. Founded in 1991, the firm specializes in the construction and management of concentrated, high-quality growth equity portfolios for a diverse client base that includes individuals, family offices, retirement accounts, endowments, and foundations. The firm is committed to delivering long-term capital appreciation, principal protection, and consistent performance, with a focus on personalized service and fiduciary accountability. As of early 2025, Raub Brock Capital Management has approximately 9 employees and manages over $3.2 billion in assets.
Investment Strategy
Raub Brock Capital Management employs a disciplined, long-term investment approach focused on constructing and managing concentrated portfolios of high-quality growth companies. The strategy involves rigorous bottom-up fundamental research to identify businesses with durable competitive advantages, strong balance sheets, and above-average growth prospects. The firm aims to reduce portfolio volatility and deliver consistent, above-market returns while providing principal protection and meeting the long-term needs of both individual and institutional clients.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEF | ISHARES TR | 16.57% | $77.0M | 798,225 | $96.53 | $96.46 | +$1.5M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.00% | $27.9M | 99,767 | $141.49 | $279.29 | +$3.8M |
O ORCL | ORACLE CORP | 4.80% | $22.3M | 79,322 | $107.92 | $281.24 | -$1.6M |
P PH | PARKER-HANNIFIN CORP | 4.74% | $22.0M | 29,050 | $292.97 | $758.15 | +$1.2M |
A ABBV | ABBVIE INC | 4.61% | $21.4M | 92,585 | $90.70 | $231.54 | +$3.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
E Eric Richards | Senior Research Analyst | CA , United States | |
P Patrick Tinucci | Senior Research Analyst | San Francisco, CA , United States | |
 | analyst | Larkspur, CA , United States | |
 | PM | Larkspur, CA , United States |