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Castle Rock Advisors LLC
Castle Rock Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 331429, SEC file 801-130907), with its main...
Overview
Castle Rock Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 331429, SEC file 801-130907), with its main office in Boston, Massachusetts. Its Form ADV filed on 6 August 2026 reports $3.9B in regulatory assets under management across 46 accounts. The firm reports that it advises one or more private funds.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$3.9B regulatory AUM (Form ADV, August 2026)
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
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