Raub Brock Capital Management LP

04/18/2024 | Press release | Distributed by Public on 04/18/2024 13:09

Initial Quarterly Holdings Report by Institutional Manager - Form 13F-HR

SEC FORM 13F-HR

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: Oct 31, 2018
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2024
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Raub Brock Capital Management LP
Address: 700 LARKSPUR LANDING CIRCLE
SUITE 240
LARKSPUR, CA94939
Form 13F File Number: 028-15157

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Richard Alpert
Title: Principal
Phone: 415-927-6990
Signature, Place, and Date of Signing:
Richard Alpert LARKSPUR, CA 04-18-2024
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-13411 Envestnet
028-12624 J.P. Morgan Private Wealth Managers
028-12631 Managed Account Advisors LLC
028-14921 Atria Investments, Inc
028-16841 GeoWealth Management, LLC
028-16454 SEI Investment Co.
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 7
Form 13F Information Table Entry Total: 40
Form 13F Information Table Value Total: 472,149,254
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Form 13F File Number Name
1 028-11769 Lockwood Advisors
2 028-19009 Beacon Pointe Advisors, LLC
3 028-19008 Beacon Pointe Wealth Advisors, LLC
4 028-15454 Advisory Services Network, LLC
5 028-13550 Mariner Wealth Advisors
6 028-15248 Signature Estate and Investment Advisors, LLC
7 028-13892 First Long Island Investors