RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
CHAITMAN, SEAN, EDWARDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jul 17, 2025 REGISTERED

Notice Filings (5)

CA MO NJ NY SC

Address

375 NORTH BROADWAY
SUITE 207
JERICHO, NY 11753
United States
Phone: 516-605-2215