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Solid Rock Investment Advisory LLC
Solid Rock Investment Advisory LLC is a New York-based RIA and multi-family office serving healthcare and technology entrepreneurs.
Solid Rock Investment Advisory LLC
Solid Rock Investment Advisory LLC was founded in 2015 by Jeffrey R. Brown and David A. Weiner, both of whom transitioned from wealth management at major banks. The firm serves ultra-high-net-worth families, many of whom built wealth in healthcare and technology sectors (per public record). The firm pursues a balanced allocation strategy: public equities, private credit, and direct real estate. It holds select positions in healthcare-services partnerships and technology-enabled platforms, though specific portfolio holdings are not publicly disclosed. Geographic focus is primarily North America. Solid Rock reports roughly $500M in client assets under advisement, a figure derived from public filings (Altss estimate). The firm operates from a single New York City office. No adjacent philanthropic or operating-company vehicles have been identified in public sources. A structural differentiator: Solid Rock operates as a registered investment advisor (RIA) rather than a pure single-family office. This regulatory posture enables it to serve multiple families while maintaining fiduciary obligations — a hybrid model that is still uncommon among wealth managers.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
$500M (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jeffrey R. Brown
Managing Partner
David A. Weiner
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Solid Rock?
Managing Partners Jeffrey Brown and David Weiner share oversight of investment strategy. Both have backgrounds in private wealth management and transitioned to the RIA model in 2015 (per public record).
How does Solid Rock source proprietary deal flow?
The firm sources deals through its network of entrepreneur clients and relationships with regional banks. It does not disclose a formal direct-sourcing platform or external deal team.
Is Solid Rock structured as a single family office or does it operate more like a wealth manager?
Solid Rock is registered as an RIA but functions as a multi-family office. It serves multiple families, each with tailored allocation mandates, making it distinct from a pure single-family office.
Does Solid Rock participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct investments. Its reported portfolio includes public-market ETFs and separate managed accounts, alongside direct real estate holdings (per public filings).
Which sectors does Solid Rock explicitly avoid?
Public sources do not list sectors the firm avoids. Based on aggregated client backgrounds, it concentrates on healthcare, technology, and real estate while generally avoiding early-stage venture or crypto.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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