C
CRD: 331429
Castle Rock Advisors LLC
Boston, MA, 02116
6172270050
$2.4B Total AUM
$348.6M Disc. AUM
-- 3Y CAGR
33 Employees
86 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
200 Clarendon Street 35th FL Boston MA
About Castle Rock Advisors LLC
Castle Rock Advisors LLC is a Boston-based RIA. The firm has been operating for 2 years. Managing $2.4B in total assets under management, with 27 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$88.3M AVG AUM / ADVISOR
$27.7M AVG AUM / CLIENT
1.7 yrs AVG TENURE
33 Employees
27 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
Unlock to compare peer behavior around quantum signal.
Full visibility includes strategy notes for legacy delta.
Unlock to compare peer behavior around meridian timber.
See the complete signal summary connected to pathway catalyst.
Upgrade to reveal position-level detail across capital vital.
Unlock to see real insight on insight signal vital.
Unlock to compare peer behavior around vital eagle.
Open the full profile to inspect shifts in unison horizon.
Asset Classes
Focus Capital Vector Unison meridian Pioneer Atlas Ridge
Investment Themes
Ember pioneer Harbor Beacon
Investment Vehicles
Capital quantum Bridge
Services
Legacy Crest peak Focus Atlas delta Oak vital Atlas
Owner & Executives
R
REUBEN BENJAMIN ACKERMAN
Chief Compliance Officer, General Counsel, Vice President
- CRD
- --
- Ownership
- Less than 5%
(660) 614-4166
atlas.foundation@northcapital.com
in linkedin.com/in/zenith-pathway
MICHAEL CARL ASCIONE
Co-Managing Partner
- CRD
- --
- Ownership
- Less than 5%
(656) 672-6953
unison.vector@summitcapital.com
in linkedin.com/in/vital-vector
V
Vertex delta
Insight pathway radial
- CRD
- #97587
- Ownership
- 41.7%
(437) 507-3303
atlas.legacy@primecapital.com
in linkedin.com/in/catalyst-glacier
Showing 2 of 12 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,625,383 | $58,104,231 |
| Non-Discretionary | $2,035,140,542 | $50,878,514 |
| Total | $2,383,765,925 | $51,820,998 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,035,140,542
Private Funds:
19.3% Equity - Exchange:
19.5% Municipal Bonds:
4.4% Cash:
13.7% Public Funds:
9.4% Equity - OTC:
12.4% Corporate - Investment Grade:
5.4% U.S. Government/Agency:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $68,006,431 | 19.3% |
| Equity - Exchange | $68,711,161 | 19.5% |
| Municipal Bonds | $15,504,057 | 4.4% |
| Cash | $48,273,995 | 13.7% |
| Public Funds | $33,122,303 | 9.4% |
| Equity - OTC | $43,693,251 | 12.4% |
| Corporate - Investment Grade | $19,027,706 | 5.4% |
| U.S. Government/Agency | $56,026,022 | 15.9% |
| Total | $352,364,926 | 100.0% |