Rock Point Advisors LLC

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Assets, Funds, Holdings

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Rock Point Advisors LLC
CRD #130825
SEC #801-62923
CIK #1301540
AUM $391.3 MM (100% Disc, 100% US, 2020-03-05)
Employees9 (56% Investors, 0% Brokers)
Phone802-864-2266
Address77 College Street, 4th Floor
Burlington, VT 05401-4014
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3953162371587902002200820142021
Sector Issuer Cap ($MM) Value ($MM)
KW 2,030.0 12.9
AAPL 1,372,810.0 10.7
C 100,280.0 10.0
PUK 33,130.0 9.7
CB 53,400.0 9.2
GILD 91,800.0 8.3
TJX 66,240.0 7.9
WPC 11,030.0 7.0
VOD 42,680.0 6.7
ING 24,260.0 6.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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Signalpoint Asset Management LLC
MO 0.4
Capital Financial Advisors LLC
CA 0.4
DMKC Advisory Services LLC
IA 0.4
Strategas Asset Management LLC
NY 0.4
Levy Wealth Management Group LLC
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