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Robin L Deshayes

Miltonian Capital Management, LLC

Los Olivos, CA

CRD 5876007

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Employer firm

Miltonian Capital Management, LLC CRD 156144

$45.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Miltonian Capital Management, Llc

Los Olivos, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-25
TX RA APPROVED 2019-02-08
  • CA RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED
    Since 2019-02-08

Branch Locations

Los Olivos, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-13
  • S65 Uniform Investment Adviser Law Examination
    2010-12-13
Other Names
  • Robin L Cox
  • Robin L Deshayes
  • Robin L Klein

View on SEC IAPD

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