Brock Fiduciary Services LLC

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Assets, Funds, Holdings

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Brock Fiduciary Services LLC
CRD #153055
SEC #801-71132
CIK #
AUM $5.4 BB (2024-03-29)
Employees 8 (12% Investors, 62% Brokers)
Phone212-209-3000
Address505 Park Avenue
New York, NY 10022
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
40322416802010201520202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 5.4
(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 0 0.0
(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 1 5.4
By Discretionary
Discretionary 1 5.4
Non-Discretionary 0 0.0
Total 1 5.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.4
Total 1 5.4
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Cinven Inc
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Key Group Holdings USA Inc
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SRB Corporation
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Wellspring Capital Advisors LLC
IL 3.7
Intermede Global Partners Inc
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Advisor Logistics LLC
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Northcrest Asset Management LLC
MN 3.2
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