RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 19, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
KATZMAN, ERIC, RICHARDIPARTNER AND CO-CHIEF INVESTMENT OFFICERNA Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERE Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, BRANDT, AUGUSTUSICHIEF COMPLIANCE OFFICERD Control
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC
SAKAKEENY, MARGARET, CIMEMBERC

Registrations

Federal

IA
Feb 19, 2025 REGISTERED

Notice Filings (6)

CA FL MA NY TX VA

Address

292 MAIN STREET
SUITE 32
GREAT BARRINGTON, MA 01230
United States
Phone: 212-430-2240