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Roxbury Capital Management LLC (Minnetonka)


Roxbury Capital Management LLC is a large advisory firm based in Minnetonka. It manages $594.45 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Georgia, and 12 other states.

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Roxbury Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roxbury Capital Management: assets under management

The assets under management (AUM) of Roxbury Capital Management LLC is $594.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $594.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roxbury Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Anthony And Gay Browne Revocable Trust Shareholder 1 Jul 1998 25% - 50% xxx-xx-xxxx
Anthony Hall Browne Trustee 1 Jul 1998 Other 2097852
Wilmington Trust Corp Common shareholder 1 Aug 1998 Other 51-0284711
Christopher Howard Browne Trustee 1 Dec 1999 Other 33212
William Hetherington Browne Trustee 1 Dec 1999 Other 802645
Silas Algia Myers Ceo, manager, chairman, board member, common member 1 Sep 2007 50% - 75% 2074431
Brian Lee Massey President, manager, board member, common member 1 Sep 2007 25% - 50% 4570398
M&T Bank Corporation Common shareholder 1 May 2011 Other 16-0538020
Brian Carroll Beh Trustee 1 May 2011 Other 1500962
Brian Paul Smoluch Managing member, portfolio manager 1 Oct 2012 25% - 50% 4717734
David Gordon Swank Member, portfolio manager 1 Oct 2012 25% - 50% 2844179
Robert Clarence Marvin Member, portfolio manager 1 Oct 2012 25% - 50% 2310847

Based in Minnetonka

The principal office where Roxbury Capital Management LLC performs its advisory services is located at 6001 Shady Oak Road, Minnetonka, MN 55343, which is also the mailing address of the firm. An additional office of the firm is in Hinsdale, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-230-6140 or by fax 952-230-6141. The normal business hours are 7:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at roxburyfunds.com/.


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