SHELTER ROCK MANAGEMENT, LLC
CRD #142739 SEC #801-77651 JERICHO, NY 516-605-2215
SEC Registered
Total AUM
$206.2M
Discretionary
$147.8M
Employees
7
Clients
25
Accounts
278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $206.2M | $147.8M | $58.4M | 7 | 0 |
| Mar 2025 | $206.2M | $147.8M | $58.4M | 7 | 0 |
| Mar 2025 | $206.2M | $147.8M | $58.4M | 7 | 0 |
| Feb 2024 | $173M | $129.8M | $43.2M | 7 | 0 |
| Jul 2023 | $157.8M | $126.8M | $31M | 7 | 0 |
| Mar 2023 | $157.8M | $126.8M | $31M | 7 | 0 |
| Jan 2022 | $147.3M | $112.5M | $34.9M | 6 | 0 |
| Sep 2021 | $123.9M | $94.8M | $29.1M | 6 | 0 |
| Apr 2021 | $123.9M | $94.8M | $29.1M | 6 | 0 |
| Jan 2021 | $123.9M | $94.8M | $29.1M | 6 | 0 |
| Dec 2020 | $105.4M | $83.2M | $22.2M | 5 | 0 |
| Jun 2020 | $105.4M | $83.2M | $22.2M | 5 | 0 |
| May 2020 | $105.4M | $83.2M | $22.2M | 5 | 0 |
| Jan 2020 | $105.4M | $83.2M | $22.2M | 5 | 0 |
| Jan 2019 | $83.9M | $63.1M | $20.8M | 5 | 0 |
| Jan 2019 | $79.2M | $61M | $18.2M | 5 | 0 |
| Jan 2018 | $79.2M | $61M | $18.2M | 5 | 0 |
| Jan 2017 | $67.9M | $54M | $14M | 5 | 100 |
| Jan 2017 | $67.9M | $54M | $14M | 5 | 100 |
| Jan 2016 | $52.9M | $45.4M | $7.5M | 5 | 26 |
| Jan 2015 | $49.3M | $44.6M | $4.7M | 5 | 100 |
| Apr 2014 | $39.1M | $34.9M | $4.2M | 5 | 26 |
| Mar 2014 | $39.1M | $34.9M | $4.2M | 1 | 26 |
| Jan 2014 | $39.1M | $34.9M | $4.2M | 1 | 26 |
| Apr 2013 | $27.4M | $25.7M | $1.7M | 1 | 26 |
| Feb 2013 | $27.4M | $25.7M | $1.7M | 1 | 26 |
DateJul 2025
Total AUM$206.2M
Discretionary$147.8M
Non-Disc.$58.4M
Employees7
Clients0
DateMar 2025
Total AUM$206.2M
Discretionary$147.8M
Non-Disc.$58.4M
Employees7
Clients0
DateMar 2025
Total AUM$206.2M
Discretionary$147.8M
Non-Disc.$58.4M
Employees7
Clients0
DateFeb 2024
Total AUM$173M
Discretionary$129.8M
Non-Disc.$43.2M
Employees7
Clients0
DateJul 2023
Total AUM$157.8M
Discretionary$126.8M
Non-Disc.$31M
Employees7
Clients0
DateMar 2023
Total AUM$157.8M
Discretionary$126.8M
Non-Disc.$31M
Employees7
Clients0
DateJan 2022
Total AUM$147.3M
Discretionary$112.5M
Non-Disc.$34.9M
Employees6
Clients0
DateSep 2021
Total AUM$123.9M
Discretionary$94.8M
Non-Disc.$29.1M
Employees6
Clients0
DateApr 2021
Total AUM$123.9M
Discretionary$94.8M
Non-Disc.$29.1M
Employees6
Clients0
DateJan 2021
Total AUM$123.9M
Discretionary$94.8M
Non-Disc.$29.1M
Employees6
Clients0
DateDec 2020
Total AUM$105.4M
Discretionary$83.2M
Non-Disc.$22.2M
Employees5
Clients0
DateJun 2020
Total AUM$105.4M
Discretionary$83.2M
Non-Disc.$22.2M
Employees5
Clients0
DateMay 2020
Total AUM$105.4M
Discretionary$83.2M
Non-Disc.$22.2M
Employees5
Clients0
DateJan 2020
Total AUM$105.4M
Discretionary$83.2M
Non-Disc.$22.2M
Employees5
Clients0
DateJan 2019
Total AUM$83.9M
Discretionary$63.1M
Non-Disc.$20.8M
Employees5
Clients0
DateJan 2019
Total AUM$79.2M
Discretionary$61M
Non-Disc.$18.2M
Employees5
Clients0
DateJan 2018
Total AUM$79.2M
Discretionary$61M
Non-Disc.$18.2M
Employees5
Clients0
DateJan 2017
Total AUM$67.9M
Discretionary$54M
Non-Disc.$14M
Employees5
Clients100
DateJan 2017
Total AUM$67.9M
Discretionary$54M
Non-Disc.$14M
Employees5
Clients100
DateJan 2016
Total AUM$52.9M
Discretionary$45.4M
Non-Disc.$7.5M
Employees5
Clients26
DateJan 2015
Total AUM$49.3M
Discretionary$44.6M
Non-Disc.$4.7M
Employees5
Clients100
DateApr 2014
Total AUM$39.1M
Discretionary$34.9M
Non-Disc.$4.2M
Employees5
Clients26
DateMar 2014
Total AUM$39.1M
Discretionary$34.9M
Non-Disc.$4.2M
Employees1
Clients26
DateJan 2014
Total AUM$39.1M
Discretionary$34.9M
Non-Disc.$4.2M
Employees1
Clients26
DateApr 2013
Total AUM$27.4M
Discretionary$25.7M
Non-Disc.$1.7M
Employees1
Clients26
DateFeb 2013
Total AUM$27.4M
Discretionary$25.7M
Non-Disc.$1.7M
Employees1
Clients26