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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW HARDING BARNES
Chief Investment Officer, Managing Partner
- CRD
- #3170730
- Ownership
- 25% but less than 50%
ARCHAN KUMAR BASU
Chief Investment Strategist, Wealth Manager
- CRD
- #4858411
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Craig Leon Blackwell
--
- CRD
- #6376752
NICHOLAS THOMAS GOODE
--
- CRD
- #4661126
Showing 2 of 6 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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