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| Rockingstone Advisors LLC
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|---|---|
| CRD # | 149592 |
| SEC # | 801-77696 |
| CIK # | 0002027176 |
| AUM | $280.1 M (2026-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 212-430-2240 |
| Address | 292 Main Street Great Barrington, MA 01230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002027176 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tower Semiconductor Ltd | 8.4 | ||
| Alphabet Inc | 7.0 | ||
| Nvidia Corp | 6.7 | ||
| CrowdStrike Holdings Inc | 6.1 | ||
| Apple Inc | 5.8 | ||
| Constellium NV | 5.5 | ||
| Quanta Services Inc | 5.2 | ||
| Natera Inc | 4.6 | ||
| Navan Inc | 4.6 | ||
| Amazon Com Inc | 4.6 | ||
| Celestica Inc | 4.6 | ||
| Lilly Eli & Co | 4.3 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Linde PLC | 3.8 | ||
| Microsoft Corp | 3.7 | ||
| Philip Morris International Inc | 3.7 | ||
| Transdigm Group Inc | 3.3 | ||
| Teva Pharmaceutical Industries Ltd | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DBS Investment Advisers LLC
✚
|
MI | 0.3 |
|
Farrow Financial Inc
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|
VT | 0.3 |
|
WWM Advisory Inc
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CA | 0.3 |
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Victus Captial Wealth LLC
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|
CA | 0.3 |
|
Willow Creek Capital Management Inc
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|
MT | 0.3 |
|
Conquis Financial LLC
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|
CA | 0.3 |
|
ARG Private Wealth LLC
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|
OH | 0.3 |
|
Perritt Capital Management Inc
✚
|
IL | 0.3 |
|
Faith Investor Services LLC
✚
|
0.3 | |
|
McBrearty Capital Management Inc
✚
|
TN | 0.3 |