O
CRD: 145748
OLD Rock Asset Management LLC
Chicago, IL
2033401041
$191.6M Total AUM
$173.9M Disc. AUM
7.0% 3Y CAGR
2 Employees
9 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2007
- Office Locations
- 1
Office Locations
-- Chicago IL
About OLD Rock Asset Management LLC
OLD Rock Asset Management LLC is a Chicago-based RIA. The firm has been operating for 18 years. Managing $191.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning.
Team overview
-- AVG AGE
$191.6M AVG AUM / ADVISOR
$21.3M AVG AUM / CLIENT
18.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Beacon
Client Personas
Signal wave
Investment Themes
Oak signal
Investment Vehicles
Beacon oak
Services
Summit quantum Harbor
Owner & Executives
JOHN WYNKOOP RUSSELL
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #1886614
- Ownership
- 75% or more
(700) 440-6310
prime.vital@signalcapital.com
in linkedin.com/in/horizon-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,876,161 | $3,477,523 |
| Non-Discretionary | $17,701,751 | $17,701,751 |
| Total | $191,577,912 | $3,756,430 |
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Separately Managed Accounts
Total SMA Asset: $191,577,912
Equity - Exchange:
19.9% Cash:
21.5% Private Funds:
13.7% Public Funds:
17.2% U.S. Government/Agency:
7.4% Municipal Bonds:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $432,785,297 | 19.9% |
| Cash | $467,582,105 | 21.5% |
| Private Funds | $297,947,667 | 13.7% |
| Public Funds | $374,065,684 | 17.2% |
| U.S. Government/Agency | $160,935,236 | 7.4% |
| Municipal Bonds | $441,484,498 | 20.3% |
| Total | $2,174,800,487 | 100.0% |