R
$2.7B Total AUM
$95.3M Disc. AUM
-- 3Y CAGR
4 Employees
64 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
1865 Palmer Avenue Suite 108 Larchmont NY
About Rock Harbor Partners LLC
Rock Harbor Partners LLC is a Larchmont-based RIA. The firm has been operating for 4 years. Managing $2.7B in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
-- AVG AGE
$666.4M AVG AUM / ADVISOR
$41.7M AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
E
ERIC SCOTT ARNOLD
Chief Executive Officer, Chief Investment Officer, Financial Advisor, Manager
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
A
Alexander Walker Schillaci
Chief Compliance Officer, Director of Operations
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,269,647 | $31,756,549 |
| Non-Discretionary | $2,570,337,002 | $20,399,500 |
| Total | $2,665,606,649 | $20,663,617 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Other:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing