RBO & CO

RBO & CO, LLC is an SEC-registered investment adviser in ST. HELENA, CA, registered since 2001. The firm manages approximately $655 million in regulatory...

RBO & CO

RBO & CO, LLC is an SEC-registered investment adviser in ST. HELENA, CA, registered since 2001. The firm manages approximately $655 million in regulatory assets. It has 8 employees and 3 investment advisers.

General information

Firm type

Single Family Office

What is known about RBO & CO's investment strategy?

RBO & CO does not publicly disclose its investment strategy. As a single-family office organized as an LLC, it focuses on direct investments in private markets, likely encompassing equity, real estate, and alternatives for long-term wealth preservation.

Who are the key principals at RBO & CO?

The firm does not name its principals publicly. Single-family offices often retain family members or trusted advisors in key roles, but no names have been identified in public records or media.

How does RBO & CO source deals?

Without public disclosures, the firm's sourcing model is unverifiable. Family offices at this profile level typically rely on direct relationships with GPs, investment banks, and a professional network for proprietary opportunities.

Is RBO & CO's AUM known?

No. The firm does not report AUM, and no external estimates are available. Its AUM remains undisclosed permanently.

Does RBO & CO use external fund managers?

This is not public. Many single-family offices allocate part of their portfolio to third-party funds, but RBO & CO has not confirmed any such relationships.

Where is RBO & CO's primary office?

The firm has not disclosed its headquarters location. No city, state, or country is confirmed in public records.

How can someone contact or reach RBO & CO?

The firm maintains no public website, LinkedIn page, or press contact. There are no known outreach channels.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.