ROUBAIX CAPITAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $298.9M |
| Discretionary | $298.9M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $74.7M |
| Employees | 7 |
| Peak AUM | $298.9MMar 2026 |
| AUM CAGR | +9.8% /yrover 11 yrs · 22 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $299M | +12.2% | +18.0% | +9.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $298.9M |
| Discretionary | $298.9M |
| Employees | 7 |
| Client Accounts | 4 |
| Client Range | 0 |
Contact & Location
Address
155 S MADISON ST
DENVER CO 80209
Phone
303-209-4100
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$299M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm