Asset ManagerRIA · CRD 110480SEC-Registered

Updated:

Robert A. Zock & Co.

ROBERT A. ZOCK & CO., INC. is an SEC-registered investment adviser in Sutton, NH, since 1976. The firm manages approximately $175 million in assets.

Robert A. Zock & Co.

ROBERT A. ZOCK & CO., INC. is an SEC-registered investment adviser in Sutton, NH, since 1976. The firm manages approximately $175 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Principals

Robert A. Zock

Founder

Sector focus

Real EstateInfrastructurePrivate Credit

Frequently asked questions

Who leads investment decisions at Robert A. Zock & Co.?

Robert A. Zock, the founder, leads investment decisions. The firm is closely held and founder-driven, with no public information on a separate CIO or investment committee.

What asset classes does Robert A. Zock & Co. target?

The firm focuses on real estate, infrastructure, and private credit. It targets assets with stable, long-duration cash flows, often in North America.

Does Robert A. Zock & Co. invest via funds or direct deals?

The firm appears to pursue direct investments and co-investment opportunities rather than committing to external pooled funds. This aligns with its lean structure and value-oriented mandate.

What is the geographic focus of Robert A. Zock & Co.?

Primary focus is North America, with occasional activity in other developed markets. The firm has a single office and no disclosed international presence.

How is Robert A. Zock & Co. structured?

The firm is a registered investment advisor (RIA) structured as a founder-led, lean operation. It does not appear to manage commingled funds or have a multi-family office component.

Where does the underlying wealth come from at Robert A. Zock & Co.?

The source of capital managed by the firm is not publicly disclosed. Robert A. Zock's personal wealth origin is also not publicly attributed to a specific industry.

Is there a philanthropic arm associated with Robert A. Zock & Co.?

No separate philanthropic foundation or vehicle is publicly associated with the firm or its founder.

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