|
⚲
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| Shelter Rock Management LLC
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| |
|---|---|
| CRD # | 142739 |
| SEC # | 801-77651 |
| CIK # | |
| AUM | $173.0 MM (2024-02-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 516-605-2215 |
| Address | 375 North Broadway Jericho, NY 11753 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 22.5 |
| (b) Individuals (high net worth individuals) | 70 | 104.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 43.2 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 173.0 |
| By Discretionary | ||
| Discretionary | 265 | 129.8 |
| Non-Discretionary | 7 | 43.2 |
| Total | 272 | 173.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.0 | |
| Total | 272 | 173.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alcosta Capital Management Inc
✚
|
CA | 0.2 |
|
Commons Capital LLC
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|
MA | 0.2 |
|
Financial Institution Services LLC
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NV | 0.2 |
|
McBroom & Associates LLC
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|
NV | 0.2 |
|
Tilia Fiduciary Partners Inc
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|
NC | 0.2 |
|
Utopia Wealth Management LLC
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|
FL | 0.2 |
|
Ascend Interplay LLC
✚
|
NY | 0.2 |
|
JHP Wealth Management LLC
✚
|
CO | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
ETRE LLC
✚
|
MA | 0.2 |