Overview
Assets Under Management: $174 million
High-Net-Worth Clients: 8
Average Client Assets: $13 million
Frequently Asked Questions
OLD ROCK 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 #145748), OLD ROCK ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
OLD ROCK ASSET MANAGEMENT LLC serves 8 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, OLD ROCK ASSET MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
OLD ROCK ASSET MANAGEMENT LLC manages $174 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, OLD ROCK ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.37
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 49
Discretionary Accounts: 48
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 145748
Last Filing Date: 2025-01-16 00:00:00
Website: https://oldrockasset.com