Rootstock Investment Management LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Rootstock Investment Management LLC ✚
CRD #	167665
SEC #	801-78025
CIK #
AUM	$351.0 MM (40% Disc, 100% US)
Employees	3 (67% Investors, 0% Brokers)
Phone	412-205-8822
Address	2605 Nicholson Road Sewickley, PA 15143
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
KARP Capital Management Corporation ✚	CA	0.4
Legacy Capital Partners Inc ✚	WI	0.4
CMG Capital Management Group Inc ✚	PA	0.4
Asset Management for Professionals Inc ✚	WI	0.4
Newcrest Advisors Inc ✚	GA	0.4
ASE Services Inc ✚	CA	0.4
Covington Investment Advisors Inc ✚	PA	0.4
Lindvall Capital Management LLC ✚	CA	0.3
HNP Capital LLC ✚	NY	0.3
LBA Wealth Management LLC ✚	FL	0.3

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