ROCK POINT ADVISORS, LLC
CRD #130825 SEC #801-62923 BURLINGTON, VT 802-864-2266
SEC Registered
Total AUM
$560.4M
Discretionary
$560.4M
Employees
9
Clients
51
Accounts
474
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $560.4M | $560.4M | $0 | 9 | 0 |
| Mar 2025 | $560.4M | $560.4M | $0 | 9 | 0 |
| Oct 2024 | $527.3M | $527.3M | $0 | 9 | 0 |
| Mar 2024 | $527.3M | $527.3M | $0 | 9 | 0 |
| Apr 2023 | $460.4M | $460.4M | $0 | 9 | 0 |
| Mar 2023 | $460.4M | $460.4M | $0 | 9 | 0 |
| Aug 2022 | $553.6M | $553.6M | $0 | 9 | 0 |
| Apr 2022 | $553.6M | $553.6M | $0 | 9 | 0 |
| Mar 2022 | $553.6M | $553.6M | $0 | 9 | 0 |
| Mar 2021 | $446.7M | $446.7M | $0 | 10 | 0 |
| Dec 2020 | $391.3M | $391.3M | $0 | 8 | 0 |
| Jul 2020 | $391.3M | $391.3M | $0 | 9 | 0 |
| Jun 2020 | $391.3M | $391.3M | $0 | 9 | 0 |
| Mar 2020 | $391.3M | $391.3M | $0 | 9 | 0 |
| Nov 2019 | $319.5M | $319M | $587.4K | 9 | 1 |
| Mar 2019 | $319.5M | $319M | $587.4K | 9 | 1 |
| Jan 2019 | $346.2M | $345.4M | $706.2K | 9 | 1 |
| May 2018 | $346.2M | $345.4M | $706.2K | 9 | 1 |
| Mar 2018 | $346.2M | $345.4M | $706.2K | 9 | 1 |
| Mar 2017 | $295.5M | $294.9M | $647.5K | 9 | 200 |
| Mar 2017 | $295.5M | $294.9M | $647.5K | 9 | 200 |
| Jul 2016 | $274.6M | $273.9M | $696.4K | 9 | 200 |
| Jun 2016 | $274.6M | $273.9M | $696.4K | 9 | 200 |
| Mar 2016 | $274.6M | $273.9M | $696.4K | 9 | 200 |
| Mar 2016 | $274.6M | $273.9M | $696.4K | 9 | 200 |
| Mar 2016 | $274.6M | $273.9M | $696.4K | 9 | 200 |
| Jan 2016 | $305M | $304.1M | $894.3K | 9 | 225 |
| Jun 2015 | $305M | $304.1M | $894.3K | 9 | 225 |
| Apr 2015 | $305M | $304.1M | $894.3K | 9 | 225 |
| Mar 2015 | $305M | $304.1M | $894.3K | 9 | 225 |
| Jan 2015 | $351.7M | $350.8M | $899.2K | 7 | 240 |
| Nov 2014 | $351.7M | $350.8M | $899.2K | 7 | 240 |
| Oct 2014 | $351.7M | $350.8M | $899.2K | 7 | 240 |
| May 2014 | $351.7M | $350.8M | $899.2K | 6 | 240 |
| Mar 2014 | $351.7M | $350.8M | $899.2K | 6 | 240 |
| Mar 2014 | $351.7M | $350.8M | $899.2K | 6 | 240 |
| Mar 2013 | $295.2M | $294.5M | $675.9K | 6 | 200 |
| Aug 2012 | $271.2M | $270.5M | $613.8K | 6 | 200 |
| Apr 2012 | $271.2M | $270.5M | $613.8K | 6 | 200 |
| Mar 2012 | $271.2M | $270.5M | $613.8K | 6 | 200 |
| Jun 2011 | $260.2M | $259.6M | $628.5K | 10 | -- |
| Apr 2011 | $260.2M | $259.6M | $628.5K | 10 | -- |
| Mar 2011 | $260.2M | $259.6M | $628.5K | 10 | -- |
| Mar 2008 | $215M | $214.5M | $514.9K | 10 | -- |
| Mar 2007 | $182.7M | $181.5M | $1.2M | 10 | -- |
| Jan 2005 | $139.7M | $139.1M | $639.3K | 10 | -- |
| Jan 2005 | $76M | $75.3M | $685K | 10 | -- |
| Jul 2004 | $76M | $75.3M | $685K | 10 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$527.3M
Discretionary$527.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$527.3M
Discretionary$527.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$460.4M
Discretionary$460.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$460.4M
Discretionary$460.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$553.6M
Discretionary$553.6M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$553.6M
Discretionary$553.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$553.6M
Discretionary$553.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$446.7M
Discretionary$446.7M
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$391.3M
Discretionary$391.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$391.3M
Discretionary$391.3M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$391.3M
Discretionary$391.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$391.3M
Discretionary$391.3M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$319.5M
Discretionary$319M
Non-Disc.$587.4K
Employees9
Clients1
DateMar 2019
Total AUM$319.5M
Discretionary$319M
Non-Disc.$587.4K
Employees9
Clients1
DateJan 2019
Total AUM$346.2M
Discretionary$345.4M
Non-Disc.$706.2K
Employees9
Clients1
DateMay 2018
Total AUM$346.2M
Discretionary$345.4M
Non-Disc.$706.2K
Employees9
Clients1
DateMar 2018
Total AUM$346.2M
Discretionary$345.4M
Non-Disc.$706.2K
Employees9
Clients1
DateMar 2017
Total AUM$295.5M
Discretionary$294.9M
Non-Disc.$647.5K
Employees9
Clients200
DateMar 2017
Total AUM$295.5M
Discretionary$294.9M
Non-Disc.$647.5K
Employees9
Clients200
DateJul 2016
Total AUM$274.6M
Discretionary$273.9M
Non-Disc.$696.4K
Employees9
Clients200
DateJun 2016
Total AUM$274.6M
Discretionary$273.9M
Non-Disc.$696.4K
Employees9
Clients200
DateMar 2016
Total AUM$274.6M
Discretionary$273.9M
Non-Disc.$696.4K
Employees9
Clients200
DateMar 2016
Total AUM$274.6M
Discretionary$273.9M
Non-Disc.$696.4K
Employees9
Clients200
DateMar 2016
Total AUM$274.6M
Discretionary$273.9M
Non-Disc.$696.4K
Employees9
Clients200
DateJan 2016
Total AUM$305M
Discretionary$304.1M
Non-Disc.$894.3K
Employees9
Clients225
DateJun 2015
Total AUM$305M
Discretionary$304.1M
Non-Disc.$894.3K
Employees9
Clients225
DateApr 2015
Total AUM$305M
Discretionary$304.1M
Non-Disc.$894.3K
Employees9
Clients225
DateMar 2015
Total AUM$305M
Discretionary$304.1M
Non-Disc.$894.3K
Employees9
Clients225
DateJan 2015
Total AUM$351.7M
Discretionary$350.8M
Non-Disc.$899.2K
Employees7
Clients240
DateNov 2014
Total AUM$351.7M
Discretionary$350.8M
Non-Disc.$899.2K
Employees7
Clients240
DateOct 2014
Total AUM$351.7M
Discretionary$350.8M
Non-Disc.$899.2K
Employees7
Clients240
DateMay 2014
Total AUM$351.7M
Discretionary$350.8M
Non-Disc.$899.2K
Employees6
Clients240
DateMar 2014
Total AUM$351.7M
Discretionary$350.8M
Non-Disc.$899.2K
Employees6
Clients240
DateMar 2014
Total AUM$351.7M
Discretionary$350.8M
Non-Disc.$899.2K
Employees6
Clients240
DateMar 2013
Total AUM$295.2M
Discretionary$294.5M
Non-Disc.$675.9K
Employees6
Clients200
DateAug 2012
Total AUM$271.2M
Discretionary$270.5M
Non-Disc.$613.8K
Employees6
Clients200
DateApr 2012
Total AUM$271.2M
Discretionary$270.5M
Non-Disc.$613.8K
Employees6
Clients200
DateMar 2012
Total AUM$271.2M
Discretionary$270.5M
Non-Disc.$613.8K
Employees6
Clients200
DateJun 2011
Total AUM$260.2M
Discretionary$259.6M
Non-Disc.$628.5K
Employees10
Clients--
DateApr 2011
Total AUM$260.2M
Discretionary$259.6M
Non-Disc.$628.5K
Employees10
Clients--
DateMar 2011
Total AUM$260.2M
Discretionary$259.6M
Non-Disc.$628.5K
Employees10
Clients--
DateMar 2008
Total AUM$215M
Discretionary$214.5M
Non-Disc.$514.9K
Employees10
Clients--
DateMar 2007
Total AUM$182.7M
Discretionary$181.5M
Non-Disc.$1.2M
Employees10
Clients--
DateJan 2005
Total AUM$139.7M
Discretionary$139.1M
Non-Disc.$639.3K
Employees10
Clients--
DateJan 2005
Total AUM$76M
Discretionary$75.3M
Non-Disc.$685K
Employees10
Clients--
DateJul 2004
Total AUM$76M
Discretionary$75.3M
Non-Disc.$685K
Employees10
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--