CR
Charles W. Robinson
ROBINSON VALUE MANAGEMENT, LTD.
San Antonio, TX 78209-8356
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CRD#: 1423646
CR
Professional summary
Charles Wilson Robinson III is a registered financial advisor currently at ROBINSON VALUE MANAGEMENT, LTD. located in San Antonio, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Charles has worked at 1 firm and has passed the Series 3 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MR. CHARLES W. ROBINSON III IS A MANAGING MEMBER AND CONTROL PERSON OF THE FOLLOWING INVESTMENT-RELATED ENTITIES:
1. BENSBORO COMPANY, LLC, A COMMODITY POOL OPERATOR ("CPO")
2. BENSBORO ADVISORS, LLC, A COMMODITY TRADING ADVISER ("CTA")
THESE COMPANIES ACT AS GENERAL PARTNER, CPO AND CTA FOR THE BENSBORO SEASONAL FUTURES FUND, L.P. , A PRIVATE COMMODITY POOL
THESE COMPANIES ARE LOCATED AT 120 EAST BASSE ROAD, #102, SAN ANTONIO, TX 78209. MR. ROBINSON BEGAN WORKING TO FORM THE BENSBORO COMPANIES IN THE FALL OF 2014. THE FUND LAUNCHED ON 1/1/2015. MR. ROBINSON SPENDS ABOUT 60 HOURS A MONTH ON THESE RELATED ACTIVITIES, 40 OF THEM DURING SECURITIES TRADING HOURS. DURING THIS TIME HE OVERSEES THE OPERATIONS OF THE GENERAL PARTNER AND THE COMMODITY TRADING ADVISOR, AND OCCASIONALLY SOLICITS CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Wilson Robinson III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 4, 1997 - Present
ROBINSON VALUE MANAGEMENT, LTD.
Office #1: 120 East Basse Road, #102, San Antonio, TX 78209-8356RIA
CRD#: 110156
San Antonio, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RV
ROBINSON VALUE MANAGEMENT, LTD.
ROBINSON & WILKES, LTD. | ROBINSON WILKES, L.L.C. | ROBINSON VALUE MANAGEMENT, LTD.
CRD#: 110156 / SEC#: 801-80568
RIA
Registered Investment Advisory firm - (11/20/2014 Approved)Texas
Registered Investment Advisory firm - (12/5/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/4/1997)
Current Firm
RV
ROBINSON VALUE MANAGEMENT, LTD.
ROBINSON & WILKES, LTD. | ROBINSON WILKES, L.L.C. | ROBINSON VALUE MANAGEMENT, LTD.
CRD#: 110156 / SEC#: 801-80568
RIA
Registered Investment Advisory firm - (11/20/2014 Approved)Texas
Registered Investment Advisory firm - (12/5/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 East Basse Road, #102, San Antonio, TX 78209-8356
Mailing Address
Phone number
(210) 490-2545
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 119 |
| AUM (Assets Under Management) | $ 170,326,550 |
Red Flags
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