Rootstock Investment Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Rootstock Investment Management LLC
CRD #167665
SEC #801-78025
CIK #
AUM $495.9 MM (2024-03-27)
Employees 3 (33% Investors, 0% Brokers)
Phone412-205-8822
Address2605 Nicholson Road
Sewickley, PA 15143
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 10 3.2
(b) Individuals (high net worth individuals) 18 483.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 9.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 191 495.9
By Discretionary
Discretionary 173 397.2
Non-Discretionary 18 98.6
Total 191 495.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 495.9
Total 191 495.9
Comparable Firms State AUM ($BB)
East End Financial Group Inc
NY 0.5
Chelsea Counsel Company
CA 0.5
Integral Investment Advisors Inc
CA 0.5
SkyOak Wealth LLC
MI 0.5
Fonville Wealth Management LLC
VA 0.5
Shankervalleau Wealth Advisors Inc
IL 0.5
New Harbor Financial Group LLC
MA 0.5
Steffes Financial Ltd
KS 0.5
West Michigan Advisors LLC
MI 0.5
Pinion Investment Advisors LLC
KS 0.5
Terms | Privacy | Guide
tony@aum13f.com