Robeco Usa, Inc. is a large advisory firm based in New York. It manages $28.42 billion of regulatory assets for 893 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Connecticut, and 20 other states.
Robeco Usa provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robeco Usa, Inc. is $28.42 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Robeco Usa, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Anthony Jones has been acting as President since 1 Feb 2005. Paul Desmond Heathwood joined the executive team most recently as the Senior Managing Director.
The principal office where Robeco Usa, Inc. performs its advisory services is located at 909 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Greenbrae, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-908-9500 or by fax 212-908-0195. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.