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Building 2OLD ROCK ASSET MANAGEMENT LLC

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Phone203-340-1041
NotebookSEC #801-81148
Total AUM
$191.6M
Employees
2
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 6PM
Monday - Friday
Phone
203-340-1041

ReceiptFinancials

Total AUM
$191.6M
Accounts
51
Discretionary
$173.9M
Accounts
50
Non-Discretionary
$17.7M
Accounts
1

ContactClients

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HNW Individual Clients
8
AUM
$112.3M
Insurance Company Clients
1
AUM
$79.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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