# ROBASCIOTTI & ASSOCIATES , INC.

ROBASCIOTTI & ASSOCIATES , INC. is an SEC-registered investment adviser.

## Registration

- CRD: 151411
- Type: SEC-registered investment adviser
- SEC file number: 801-113385
- Phone: 415-986-5500
- Latest filing: 2026-07-07
- Regulatory AUM: $320.4M
- Discretionary AUM: $320.4M
- Clients: 17
- Accounts: 5

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Julianne Zimmerman | CO-CEO | Boston, MA |
| Rachel Joyce Robasciotti | CO-CEO, PRESIDENT (CORPORATE) | — |
| Maya Jean Philipson | COO, SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER; SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER | — |
| ROBASCIOTTI RACHEL JOYCE | CO-CEO, PRESIDENT (CORPORATE); PRINCIPAL, PRESIDENT (CORPORATE) | — |
| PHILIPSON MAYA JEAN | COO, SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER; PRINCIPAL AND SECRETARY (CORPORATE); PRINCIPAL AND SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER | — |
| Holmes Cassandra Smoot | CHIEF COMPLIANCE OFFICER | — |
| ZIMMERMAN JULIANNE | CO-CEO | — |
| Jessica Akamine | CHIEF OPERATIONS OFFICER | — |
| Roberto Kashaleatha Thornton | CO-CHIEF EXECUTIVE OFFICER | — |
| Danielle Michelle Burns | CHIEF GROWTH OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151411/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151411/similar
- Related entities: https://search.stillhousedata.com/firm/151411/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151411

---

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.