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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-17-2024
- Office Locations
- 1
Office Locations
About Altar Rock
Altar Rock LLC is a Lexington, MA registered investment adviser serving families of substantial means with wealth management and investment advisory services. The firm emphasizes a “structural alpha” approach aimed at preserving and growing multigenerational wealth, with perspectives on positioning across public beta, credit, and diversifiers such as infrastructure. Primary custodians include Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 8, 2025 and August 14, 2026, reported AUM increased 12.9%, from $140.5M to $158.7M.
Across 3 reported observations, AUM increased 5028.1% between April 11, 2024 and August 14, 2026, from $3.1M to $158.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 27 clients, or 6.8 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on September 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ANDREW HARDING BARNES
Chief Investment Officer, Managing Partner
- CRD
- #3170730
- Ownership
- 25% but less than 50%
VALERIE KONSTANTINOVA
Chief Compliance Officer, HEAD OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Craig Leon Blackwell
Head of Investments
- CRD
- #6376752
NICHOLAS THOMAS GOODE
Wealth Advisor
- CRD
- #4661126
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,692,083 | $1,429,658 |
| Non-Discretionary | $0 | -- |
| Total | $158,692,083 | $1,429,658 |
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Separately Managed Accounts
SMA allocation detail is available
Altar Rock has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.