9AT: RCM ROBINSON CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 01/08/2007
Other registrations (1)	California, Terminated, 09/14/2007
ADV Location	SACRAMENTO, CA, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	61,800,813 -54%
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	6,866,757 -48%
% High Net Worth	66.67% 11%
SMA’s	Yes
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LUCID ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser RVK, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM827.9m	#Funds-
Adviser ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.9b	#Funds-
Adviser HUNTER MICHAEL INVESTMENT ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM81.2m	#Funds-
Adviser DOUBLE EAGLE FAMILY OFFICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund491.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.3m	Total Private Fund GAV500.6m	AUM1.4b	#Funds12
Adviser CAPVISOR ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM633.1m	#Funds-
Adviser GARNETT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM265.7m	#Funds-
Adviser BPS CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.1b	#Funds-
Adviser CALDERWOOD FINANCIAL STRATEGIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM228.5m	#Funds-
Adviser RETIREMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM186.4m	#Funds-

Brochure Summary

Overview

Form ADV Part 2A, Item 4 A. Describe your advisory firm, including how long you have been in business. Identify your principal owner(s). RCM Robinson Capital Management LLC ("RCM") is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Founded in 1995, RCM’s principal and sole owner, Douglas C. Robinson has held general and principal securities licenses since 1982. B. Describe the types of advisory services you offer. If you hold yourself out as specializing in a particular type of advisory service, such as financial planning, quantitative analysis, or market timing, explain the nature of that service in greater detail. If you provide investment advice only with respect to limited types of investments, explain the type of investment advice you offer, and disclose that your advice is limited to those types of investments. RCM specializes in institutional fixed income management for local government agencies. RCM also provides investment advice and education to institutional and private investors with emphases on fundamental economic and demographic research in establishing appropriate asset allocation and investment policies. ASSET MANAGEMENT RCM provides portfolio management and investment supervisory services on a limited discretionary basis. Typical clients contracting for this service are city, local governmental, special district agencies, trusts, foundations and high net worth individuals in the State of California. Through this service, RCM provides continuous supervisory and monitoring services to clients focused on management of short and intermediate term fixed income portfolios. RCM also advices on the asset allocation structure of portfolios for institutional, health benefit trusts and private individuals utilizing individual securities, mutual funds, exchanged traded funds. HEALTH BENEFIT TRUST PROGRAM The Health Benefit Trust Program establishes one or more Retiree Healthcare Trusts invested by RCM in one

or more asset allocation model portfolios. Total Administrative Services Corporation (TASC,) and/or MidAmerica Administrative & Retirement Solutions, LLC will provide certain administrative services with respect to the Program pursuant to a separate agreement entered into between client and TASC and/or MidAmerica Administrative & Retirement Solutions, LLC. These services will include administration of Program accounts, transmission of trade instructions, fee billing, and the production of Account performance reports. Investments made through the Program will be held in custody by a Directed Trustee who will maintain the client's account and effect transactions at the direction of the client or RCM. Clients and prospective clients of the Health Benefit Trust Program will be provided a Program Disclosure statement which provides clients with information about the Sponsor and the Program that should be considered before becoming a client of the Program. C. Explain whether (and, if so, how) you tailor your advisory services to the individual needs of clients. Explain whether clients may impose restrictions on investing in certain securities or types of securities. Advisory services are tailored to the specific needs and desires for future financial goals and objectives, along with strategies to achieve those goals and objectives. Clients may impose restrictions on investing, such as security type, maturity and name. D. If you participate in wrap fee programs by providing portfolio management services, (1) describe the differences, if any, between how you manage wrap fee accounts and how you manage other accounts, and (2) explain that you receive a portion of the wrap fee for your services. Not applicable. E. If you manage client assets, disclose the amount of client assets you manage on a discretionary basis and the amount of client assets you manage on a non-discretionary basis. Disclose the date “as of” which you calculated the amounts. As of 12/31/22, RCM managed $103,074,719 on a non-discretionary basis.

RCM ROBINSON CAPITAL MANAGEMENT LLC

RCM ROBINSON CAPITAL MANAGEMENT LLC

DOUGLAS CROSBY ROBINSON

ROBINSON, DOUGLAS CROSBY

ROBINSON CAPITAL MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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RCM ROBINSON CAPITAL MANAGEMENT LLC RCM ROBINSON CAPITAL MANAGEMENT LLC DOUGLAS CROSBY ROBINSON ROBINSON, DOUGLAS CROSBY ROBINSON CAPITAL MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

RCM ROBINSON CAPITAL MANAGEMENT LLC

RCM ROBINSON CAPITAL MANAGEMENT LLC

DOUGLAS CROSBY ROBINSON

ROBINSON, DOUGLAS CROSBY

ROBINSON CAPITAL MANAGEMENT