# ROBERTSON INVESTMENT MANAGEMENT

ROBERTSON INVESTMENT MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 115425
- Type: SEC-registered investment adviser
- SEC file number: 801-120446
- Location: 919 MILAM ST, SUITE 500, HOUSTON, TX, 77002
- Phone: 713-622-4077
- Latest filing: 2026-03-31
- Regulatory AUM: $534.1M
- Discretionary AUM: $343.1M
- Non-discretionary AUM: $191.1M
- Clients: 20
- Accounts: 1,143

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Roberto Nmn Moreiro | CCO | — |
| Chase Michael Robertson | MANAGING MEMBER; SHAREHOLDER | — |
| Sonia Constance Joao | OWNER | — |
| Cole Alexander Robertson | SHAREHOLDER | — |
| ROSS HOLLY ANN | CHIEF COMPLIANCE OFFICER | — |
| ROBERTSON DAVID ALEXANDER | SHAREHOLDER | — |
| ROBERTSON AARON MICHAEL | MANAGING MEMBER; SHAREHOLDER | — |
| JOAO SONIA CONSTANCE | OWNER | — |
| Moreiro Roberto NMN | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115425/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115425/similar
- Related entities: https://search.stillhousedata.com/firm/115425/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115425

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.