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Trustee of the Perrin 2021 Irrevocable Trust Dated October 18, 2021 · The Roxborough Group

Charles B. Baxter

CRD 7632277 · Named on Form ADV at one SEC-registered adviser

At a glance

The Roxborough Group, an SEC-registered private fund adviser based in SAN Francisco, CA with $636 million in regulatory assets, lists Charles B. Baxter on its Form ADV as Trustee of the Perrin 2021 Irrevocable Trust Dated October 18, 2021.

Firms and roles

  • The Roxborough GroupTrustee of the Perrin 2021 Irrevocable Trust Dated October 18, 2021Private fund adviser · SAN Francisco, CA · $636M in regulatory assets

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Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.