Jim Roberts Investment Advisors LLC

JIM ROBERTS INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in ST. JOSEPH, MI. The firm manages approximately $38 million in regulatory assets.

Jim Roberts Investment Advisors LLC

JIM ROBERTS INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in ST. JOSEPH, MI. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Principals

Jim Roberts

Founder

Sector focus

Real Estate

Who runs investment decisions at Jim Roberts Investment Advisors LLC?

Jim Roberts is the founder and sole named principal at the firm. Investment decisions are made by Roberts, consistent with a single-principal structure. No other professionals or investment committee members are publicly identified.

How does the firm source proprietary deal flow?

Jim Roberts Investment Advisors likely sources deals through personal networks and private real estate contacts. The firm does not maintain a public pipeline or disclose specific sourcing methods. No evidence of third-party intermediaries or formal platform partnerships exists.

Is the firm structured as a single family office or asset manager?

Public records classify Jim Roberts Investment Advisors LLC as an asset manager. The firm has no disclosed family office affiliation or wealth-origin linkage. Its structure resembles a private investment firm with a single principal.

What investment stages does the firm typically target?

The firm focuses on real estate acquisitions, implying direct ownership of income-producing or value-add properties. Specific stage preferences—such as development vs. stabilized assets—are not publicly documented. The firm likely operates across opportunistic and core-plus strategies.

Does the firm maintain philanthropic structures?

No philanthropic foundations or charitable entities affiliated with Jim Roberts Investment Advisors LLC are publicly recorded. The firm does not disclose any foundation or giving program.

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