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| Rock Point Advisors LLC
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|---|---|
| CRD # | 130825 |
| SEC # | 801-62923 |
| CIK # | 0001301540 |
| AUM | 655.7 M (2026-03-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-864-2266 |
| Address | 77 College Street, 4th Floor Burlington, VT 05401-4014 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 16.5 | ||
| TJX Companies Inc /DE/ | 14.5 | ||
| Apple Inc | 13.6 | ||
| Alphabet Inc | 11.8 | ||
| Broadcom Inc | 11.5 | ||
| AES Corp | 11.4 | ||
| Cisco Systems Inc | 11.3 | ||
| FPL Group Inc | 11.0 | ||
| Sony Corp | 10.7 | ||
| Delphi Automotive PLC | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 43.0 |
| (b) Individuals (high net worth individuals) | 150 | 564.4 |
| (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 | 5 | 9.9 |
| (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 | 6 | 38.4 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 655.7 |
| By Discretionary | ||
| Discretionary | 493 | 655.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 655.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 655.7 | |
| Total | 493 | 655.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001301540] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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