This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2010
- Office Locations
- 1
Office Locations
About Rockhouse Capital, LLC
Rockhouse Capital, LLC is a Stamford, CT registered investment adviser helping individuals—especially retirement-focused investors and entrepreneurs—build and stick to disciplined, continuously monitored portfolios designed to grow and protect wealth. The firm emphasizes asset allocation and portfolio construction with heavy ETF usage, alongside mutual funds and selective fixed income/real estate exposures, and can advise on business succession. Custodies include Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERENCE MARTIN KAUFMANN
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #3055388
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,318,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,318,269 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing