Overview
Assets Under Management: $67 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 9
Average Client Assets: $5.9 million
Frequently Asked Questions
16ROCK ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326709), 16ROCK ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
16ROCK ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
16ROCK ASSET MANAGEMENT LLC serves 9 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, 16ROCK ASSET MANAGEMENT LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
16ROCK ASSET MANAGEMENT LLC manages $67 million in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, 16ROCK ASSET MANAGEMENT LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.68%
Average Client Assets: $5.9 million
Total Client Accounts: 10
Discretionary Accounts: 10
Regulatory Filings
CRD Number: 326709
Filing ID: 2001231
Last Filing Date: 2025-07-01 12:33:00