Previously, he was Managing Partner of Spring Street Capital Partners LP, a successful small cap long/short hedge fund, a Vice President for Sandefer Capital Partners, a $500 million energy investment fund and a Vice President for Reservoir Capital Group, a $2 billion New York-based investment firm.
Mr. Robertson began his career as a business analyst for Deloitte & Touche Consulting Group LLP. In addition to many civic and charitable boards, Mr. Robertson serves on the boards of LKCM Headwater and Quintana-affiliated portfolio companies. Mr. Robertson graduated with a Bachelor of Arts in Plan II and a Bachelor of Business Administration in Business Honors and Finance from University of Texas at Austin and a Masters of Business Administration from Harvard Business School. He also serves as the Managing Member and President of CIII Capital Management, LLC.
LKCM Headwater Investments is a Texas-based private equity firm that seeks to partner with management teams to build highly successful companies. We take an operationally-minded approach and provide companies with the tools necessary to build market leaders with sustainable competitive advantages.
Founded in 1979, LKCM provides investment management services to high net worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations.
A family of mutual funds that includes the LKCM Small Cap Equity Fund, LKCM Small-Mid Cap Equity Fund, LKCM Equity Fund, LKCM Balanced Fund, and LKCM Fixed Income Fund.
LKCM Headwater Investments
301 Commerce Street, Suite 1600
Fort Worth, TX 76102