Rockingstone Advisors LLC

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Assets, Funds, Holdings

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Rockingstone Advisors LLC
✚
CRD #149592
SEC #801-77696
CIK #0002027176
AUM 280.1 M (2026-03-19)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone212-430-2240
Address292 Main Street
Great Barrington, MA 01230
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002010201520212027
Sector Form 13F Holdings Value ($M)
Tower Semiconductor Ltd 8.4
Alphabet Inc 7.0
Nvidia Corp 6.7
CrowdStrike Holdings Inc 6.1
Apple Inc 5.8
Constellium NV 5.5
Quanta Services Inc 5.2
Natera Inc 4.6
Navan Inc 4.6
Amazon Com Inc 4.6
View All
Holdings by Sector ($M)
2502001501005002022202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 7 2.1
(b) Individuals (high net worth individuals) 54 278.0
(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 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 283 280.1
By Discretionary
Discretionary 283 280.1
Non-Discretionary 0 0.0
Total 283 280.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 280.1
Total 283 280.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002027176]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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