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Roble Belko & Company
Roger Roble established the firm in 2000 with William Belko. Both founders brought prior careers in institutional capital markets. The firm serves families...
Roble Belko & Company
Roger Roble established the firm in 2000 with William Belko. Both founders brought prior careers in institutional capital markets. The firm serves families with at least $3 million in investable assets and small institutions that lack access to larger providers. The strategy mixes equities, fixed income and alternatives. It applies quantitative and qualitative analysis through a proprietary risk model. Geographic exposure centers on the United States with additional real-estate holdings. No named portfolio companies or co-investors appear in public materials. The team numbers roughly a dozen professionals. Additional offices are not disclosed. Philanthropic ties include Food Allergy Research & Education and the YMCA of Greater Pittsburgh. The firm maintains an open-architecture platform and direct principal access. Governance rests with the two founders who also oversee compliance and investment decisions.
General information
Firm type
Multi Family Office
Year founded
2000
AUM
$1.1B (Altss estimate)
Location
Region
North America
Country
United States
City
Sewickley
Corporate office
Sewickley, Pennsylvania, United States
Principals
Roger Roble
President and Founder
William Belko
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Roble Belko & Company?
William Belko serves as Chief Investment Officer and developed the firm's proprietary risk-management system. Roger Roble oversees relationship management and strategic planning as President.
Does Roble Belko & Company participate in fund commitments or only direct deals?
The firm executes through an open-architecture platform that includes manager selection and direct portfolio construction. It does not publish specific fund commitments.
What investment stages does Roble Belko & Company typically target?
The firm focuses on long-term allocation for families and institutions rather than venture or growth stages. Emphasis lies on asset-liability matching and risk-managed public and private markets.
Where does the underlying wealth come from?
The firm works primarily with first-generation entrepreneurs and executives who have completed liquidity events. No single family or corporate source is disclosed.
How is Roble Belko & Company related to Advanced Investment Management?
William Belko previously worked at Advanced Investment Management, which faced a 2005 SEC proceeding on trading practices. The two entities are separate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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