ROCKINGSTONE ADVISORS LLC
Legal name: ROCKINGSTONE ADVISORS
CRD #149592 SEC #801-77696 GREAT BARRINGTON, MA 212-430-2240
SEC Registered
Total AUM
$285.8M
Discretionary
$270.3M
Employees
2
Clients
--
Accounts
232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $285.8M | $270.3M | $15.5M | 2 | 2 |
| Mar 2024 | $270.6M | $259.6M | $11M | 2 | 62 |
| Mar 2024 | $270.6M | $259.6M | $11M | 2 | 62 |
| Mar 2024 | $270.6M | $259.6M | $11M | 2 | 62 |
| Mar 2024 | $270.6M | $259.6M | $11M | 2 | 62 |
| Feb 2023 | $270.5M | $219.1M | $51.3M | 2 | 0 |
| Feb 2022 | $306M | $221.7M | $84.3M | 2 | 0 |
| Nov 2021 | $199.3M | $152.7M | $46.6M | 2 | 0 |
| Jan 2021 | $199.3M | $152.7M | $46.6M | 2 | 0 |
| Oct 2020 | $106.1M | $106.1M | $0 | 2 | 0 |
| Jun 2020 | $106.1M | $106.1M | $0 | 2 | 0 |
| Mar 2020 | $106.1M | $106.1M | $0 | 2 | 0 |
| Feb 2019 | $92.5M | $92.5M | $0 | 2 | 42 |
| Jun 2018 | $100.3M | $100.3M | $0 | 2 | 0 |
| Feb 2018 | $93.9M | $93.9M | $0 | 2 | 0 |
| Jan 2018 | $93.9M | $93.9M | $0 | 2 | 0 |
| Jul 2017 | $83.6M | $83.6M | $0 | 3 | 26 |
| Jan 2017 | $72.4M | $72.4M | $0 | 3 | 26 |
| Oct 2016 | $66.8M | $66.8M | $0 | 3 | 26 |
| Sep 2016 | $66.3M | $66.3M | $0 | 3 | 26 |
| Mar 2016 | $63.9M | $63.9M | $0 | 2 | 11 |
| Jul 2015 | $91.9M | $49.9M | $42M | 2 | 11 |
| Feb 2015 | $90.6M | $48.6M | $42M | 1 | 11 |
| Jan 2014 | $76.4M | $34.4M | $42M | 1 | 11 |
| Feb 2013 | $65.9M | $28.9M | $37M | 1 | 11 |
DateFeb 2025
Total AUM$285.8M
Discretionary$270.3M
Non-Disc.$15.5M
Employees2
Clients2
DateMar 2024
Total AUM$270.6M
Discretionary$259.6M
Non-Disc.$11M
Employees2
Clients62
DateMar 2024
Total AUM$270.6M
Discretionary$259.6M
Non-Disc.$11M
Employees2
Clients62
DateMar 2024
Total AUM$270.6M
Discretionary$259.6M
Non-Disc.$11M
Employees2
Clients62
DateMar 2024
Total AUM$270.6M
Discretionary$259.6M
Non-Disc.$11M
Employees2
Clients62
DateFeb 2023
Total AUM$270.5M
Discretionary$219.1M
Non-Disc.$51.3M
Employees2
Clients0
DateFeb 2022
Total AUM$306M
Discretionary$221.7M
Non-Disc.$84.3M
Employees2
Clients0
DateNov 2021
Total AUM$199.3M
Discretionary$152.7M
Non-Disc.$46.6M
Employees2
Clients0
DateJan 2021
Total AUM$199.3M
Discretionary$152.7M
Non-Disc.$46.6M
Employees2
Clients0
DateOct 2020
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees2
Clients42
DateJun 2018
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees3
Clients26
DateJan 2017
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees3
Clients26
DateOct 2016
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees3
Clients26
DateSep 2016
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees2
Clients11
DateJul 2015
Total AUM$91.9M
Discretionary$49.9M
Non-Disc.$42M
Employees2
Clients11
DateFeb 2015
Total AUM$90.6M
Discretionary$48.6M
Non-Disc.$42M
Employees1
Clients11
DateJan 2014
Total AUM$76.4M
Discretionary$34.4M
Non-Disc.$42M
Employees1
Clients11
DateFeb 2013
Total AUM$65.9M
Discretionary$28.9M
Non-Disc.$37M
Employees1
Clients11