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Overview Share
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, nan
$170.9 million AUM
1 office

Old Rock Asset Management LLC is based in , nan and has $170.9 million in assets under management.

Location

, nan
Contact
Phone: 203-340-1041
$170.9 million
AUM
2
Employees
AUM Share
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$170,919,763
Assets under management
52 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 10 $121,745,587 71% $12,174,559
Insurance companies 1 $49,174,176 29% $49,174,176
Employees Share
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2
Employees
1
Investment analysts
50% of total employees
AUM per employee Share
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$170,919,763
Assets under management
$85,459,882
AUM per employee
$170,919,763
AUM per investment analyst
About Share
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Compensation

Old Rock Asset Management LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Old Rock Asset Management LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 145,748
SEC number 801-81148
Legal structure Limited Liability Company
Legal governance Connecticut, United States
Latest ADV filing date May 19, 2020

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