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Robert Allen Rikoon

Rikoon Capital Partners, LLC

Santa Fe, NM

CRD 2060204

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Employer firm

Rikoon Capital Partners, LLC CRD 311851

1 advisory clients

Reported services (Item 5G)

  • SUBADVISORY SERVICES

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

Current Employers
Rikoon Capital Partners, Llc

2219 Old Arroyo Chamiso, Santa Fe, NM 87505 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED_RES 2021-01-06
  • NM RA
    APPROVED_RES
    Since 2021-01-06

Branch Locations

2219 Old Arroyo Chamiso, Santa Fe, NM 87505 • 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
Employment History
OrganizationCityStateFromTo
Rikoon Group Llc Santa Fe NM 05/2007 12/2020
Rikoon Capital Partners Llc Santa Fe NM 12/2020 Present
Previous Registrations
  • 2019-01-08 → 2021-02-03
    The Rikoon Group, Llc
    Santa Fe, NM
  • 2004-06-15 → 2018-12-31
    The Rikoon Group, Llc
    Santa Fe, NM
  • 2001-08-17 → 2004-06-03
    Carret And Company, Llc.
    Santa Fe, NM
Other Businesses

A. RIKOON INVESTMENT ADVISORS INC AND ROBERT RIKOON; ALL NON REGISTERED INVESTMENT ADVISOR RELATED ACTIVITIES; 2308 CALLE COLIBRI SANTA FE, NM 87505, provides private fiduciary services, acts as a trustee/personal representative, and serves in other fiduciary roles, ONGOING, 15 HOURS PER MONTH, NO HOURS SPENT DURING TRADING HOURS. B. ROBERT RIKOON, ALL NON REGISTERED INVESTMENT ADVISOR RELATED ACTIVITIES,2308 CALLE COLIBRI SANTA FE, NM 87505, participates in real estate projects, private lending, and consults on other private ventures, ONGOING, 15 HOURS PER MONTH, NO HOURS SPENT DURING TRADING HOURS C. ROBERT RIKOON, ALL NON REGISTERED INVESTMENT ADVISOR RELATED ACTIVITIES,2308 CALLE COLIBRI SANTA FE, NM 87505, engages in art-related business (painting, sculpture, lithography), ONGOING, 15 HOURS PER MONTH, NO HOURS SPENT DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-03
S63 Uniform Securities Agent State Law Examination 1990-05-05
  • S65 Uniform Investment Adviser Law Examination
    2002-05-03
  • S63 Uniform Securities Agent State Law Examination
    1990-05-05

View on SEC IAPD

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