Roberts Capital Advisors, LLC
Roberts Capital Advisors, LLC is an investment manager headquartered in New York, NY. Founded in 2011 and incorporated in Delaware, the firm employs a team of approximately 4 professionals. Roberts Capital Advisors manages an investment limited partnership and separate accounts, serving high net worth individuals and pooled investment vehicles. The firm integrates macroeconomic expertise, data science, and fundamental research to oversee discretionary portfolios worth over $117 million.
Investment Strategy
Roberts Capital Advisors combines macroeconomic analysis, data science, and fundamental research to construct actively managed portfolios. The firm invests primarily in publicly traded equities and related securities, with a focus on technology giants and high growth sectors based on quantitative and qualitative analysis. The strategy emphasizes strong risk management and diversification across its holdings, adapting allocations based on evolving market conditions.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 8.75% | $11.8M | 23,777 | $424.57 | $497.41 | +$2.9M |
N NVDA | NVIDIA CORP | 8.64% | $11.7M | 73,850 | $116.99 | $157.99 | +$3.7M |
A AAPL | APPLE INC COM | 7.38% | $10.0M | 48,578 | $170.03 | $205.17 | -$823.9K |
A AMZN | AMAZON COM INC | 5.52% | $7.5M | 33,972 | $181.76 | $219.39 | +$989.6K |
M META | META PLATFORMS INC | 4.67% | $6.3M | 8,540 | $491.35 | $738.09 | +$1.4M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Technology Officer, Associate Portfolio Manager | Denver, CO , United States |