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| Keyboard |
| Altar Rock LLC
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|---|---|
| CRD # | 326868 |
| SEC # | 801-134664 |
| CIK # | |
| AUM | 158.7 M (2026-06-24) |
| Employees | 8 (62% Investors, 12% Brokers) |
| Phone | 917-226-0565 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 2.5 |
| (b) Individuals (high net worth individuals) | 23 | 154.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 158.7 |
| By Discretionary | ||
| Discretionary | 111 | 158.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 111 | 158.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 158.4 | |
| Total | 111 | 158.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
WI | 159.0 M |
|
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|
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|
JDT Inc
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KY | 158.7 M |
|
Radius Wealth Management Inc
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MA | 158.7 M |
|
Private Financial Management LLC
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158.7 M | |
|
Advisory Advocates LLC
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|
MI | 158.6 M |
|
Starr-Mathews Financial LLC
✚
|
GA | 158.6 M |
|
Sonoma Private Wealth LLC
✚
|
CA | 158.5 M |
|
Zermatt Wealth Partners LLC
✚
|
CA | 158.4 M |