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| Shelter Rock Management LLC
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| CRD # | 142739 |
| SEC # | 801-77651 |
| CIK # | 0002109305 |
| AUM | 232.0 M (2026-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 516-605-2215 |
| Address | 375 North Broadway Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109305 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 11.2 | ||
| Alphabet Inc | 10.1 | ||
| Transdigm Group Inc | 8.1 | ||
| Hilton Worldwide Holdings Inc | 7.6 | ||
| O Reilly Automotive Inc | 7.4 | ||
| Nvidia Corp | 7.2 | ||
| Visa Inc | 6.1 | ||
| Ingersoll-Rand PLC | 5.5 | ||
| TJX Companies Inc /DE/ | 4.8 | ||
| Flextronics International Ltd | 4.8 | ||
| Microsoft Corp | 3.9 | ||
| Broadcom Inc | 3.6 | ||
| Amazon Com Inc | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.0 | ||
| Apple Inc | 2.3 | ||
| Waste Management Inc | 1.5 | ||
| Mastercard Inc | 0.7 | ||
| Autoliv Inc | 0.7 | ||
| NBT Bancorp Inc | 0.6 | ||
| Lilly Eli & Co | 0.6 | ||
| McDonalds Corp | 0.5 | ||
| Tesla Motors Inc | 0.4 | ||
| Eaton Corp Ltd | 0.3 | ||
| MERK Gold Trust | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 20.7 |
| (b) Individuals (high net worth individuals) | 91 | 146.8 |
| (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 | 1 | 3.7 |
| (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 | 8 | 60.8 |
| (n) Other | 0 | 0.0 |
| Total | 286 | 232.0 |
| By Discretionary | ||
| Discretionary | 278 | 171.2 |
| Non-Discretionary | 8 | 60.8 |
| Total | 286 | 232.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.0 | |
| Total | 286 | 232.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109305] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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