Roc360 Advisors LLC

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Assets, Funds, Holdings

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Roc360 Advisors LLC
CRD #326954
SEC #801-128209
CIK #0000326954
AUM $495.8 MM (2024-03-28)
Employees 35 (100% Investors, 0% Brokers)
Phone212-607-8333
Address645 Madison Avenue, Floor 19
New York, NY 10022
Source [IAPD] [EDGAR]
Total AUM ($MM)
50040030020010002009201420192025
AUM Breakdown Accounts AUM ($MM)
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 1 495.8
(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 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 1 495.8
By Discretionary
Discretionary 1 495.8
Non-Discretionary 0 0.0
Total 1 495.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 495.8
Total 1 495.8
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CSL III Advisor LLC
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