RBO & CO, LLC of ST. HELENA, CA is an SEC-registered investment adviser (CRD 112172). Regulatory assets under management: $654.8M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| John Mason Oliver | MANAGING MEMBER & PORTFOLIO MANAGER | — |
| Vivian Lee Robison | DIRECTOR OF OPERATIONS | — |
| Dominic Maximilian Heil | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| OLIVER JOHN MASON | CHIEF COMPLIANCE OFFICER; DIRECT OWNER; MANAGING MEMBER (+4 more) | — |
| TARKENTON JAMES MICHAEL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| OLIVER REGINALD BACK | PRESIDENT | — |
| BRENNAN PATRICK THOMAS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; SENIOR ANALYST/CHIEF COMPLIANCE OFFICER | — |
| ROBISON VIVIAN LEE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS | — |
| HEIL DOMINIC MAXIMILIAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |