Christofferson, Robb & Company

Christofferson, Robb & Company is an investment manager that primarily advises pooled investment vehicles (the CRC Funds) and separately managed accounts, serving institutional investors including corporations, corporate and public pension plans, sovereign wealth funds, foundations and endowments, as well as high‑net‑worth investors. It provides discretionary investment management and, on a more limited basis, non‑discretionary advisory services governed by each client’s offering memorandum or management agreement.

The firm concentrates on credit‑oriented strategies: a Credit‑Related Investment Strategy that acquires debt and synthetic credit exposures through bank‑negotiated “Risk Sharing Transactions” and asset‑backed structures, and a Liquid Credit Investment Strategy that actively trades financial‑sector fixed‑income and dislocated credit opportunities. CRC uses derivatives — including swaps, credit default swaps, forwards and options — for hedging and as alternatives to direct investments, and it manages cash, foreign‑exchange and hedging for its managed accounts.

Notable distinctions in the brochure include the explicit participation of sovereign wealth funds, public pension plans and charitable foundations/endowments among its investors, and CRC’s registration with the Commodity Futures Trading Commission as a commodity pool operator and commodity trading advisor and membership in the NFA, affiliations that are uncommon for peers in this category. The firm also documents operational features that are less typical for its peer group, such as warehouse/settlement mechanics to facilitate its Risk Sharing Transactions, the use of cross‑trades and principal transactions in limited circumstances, and formal marketing arrangements with a Service Provider and third‑party placement agents.