ROOTSTOCK INVESTMENT MANAGEMENT, LLC.
Legal name: ROOTSTOCK ADVISORS
CRD #167665 SEC #801-78025 SEWICKLEY, PA 412-205-8822
SEC Registered
Total AUM
$495.9M
Discretionary
$397.2M
Employees
3
Clients
26
Accounts
191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $495.9M | $397.2M | $98.6M | 3 | 31 |
| Mar 2023 | $435.4M | $351.1M | $84.4M | 3 | 29 |
| Mar 2022 | $535.8M | $300M | $235.8M | 3 | 32 |
| Mar 2021 | $466.3M | $215.9M | $250.5M | 3 | 0 |
| Jun 2020 | $372.1M | $163.1M | $209.1M | 4 | 0 |
| Apr 2020 | $372.1M | $163.1M | $209.1M | 4 | 0 |
| Feb 2020 | $372.1M | $163.1M | $209.1M | 4 | 0 |
| Mar 2019 | $351M | $141.4M | $209.6M | 3 | 0 |
| Mar 2018 | $361.6M | $143.4M | $218.2M | 3 | 0 |
| May 2017 | $302.1M | $134.2M | $167.9M | 2 | 11 |
| Mar 2017 | $302.1M | $134.2M | $167.9M | 2 | 11 |
| Aug 2016 | $285.9M | $206.9M | $79M | 3 | 11 |
| Mar 2016 | $285.9M | $206.9M | $79M | 3 | 11 |
| Jul 2015 | $303.2M | $170.8M | $132.4M | 3 | 11 |
| Mar 2015 | $303.2M | $170.8M | $132.4M | 2 | 11 |
| Feb 2015 | $303.2M | $170.8M | $132.4M | 2 | 11 |
| Mar 2014 | $199M | $12.5M | $186.6M | 2 | 1 |
| Aug 2013 | $193.3M | $11.8M | $181.5M | 2 | 1 |
| May 2013 | $0 | $0 | $0 | 1 | 0 |
| May 2013 | $0 | $0 | $0 | 1 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$495.9M
Discretionary$397.2M
Non-Disc.$98.6M
Employees3
Clients31
DateMar 2023
Total AUM$435.4M
Discretionary$351.1M
Non-Disc.$84.4M
Employees3
Clients29
DateMar 2022
Total AUM$535.8M
Discretionary$300M
Non-Disc.$235.8M
Employees3
Clients32
DateMar 2021
Total AUM$466.3M
Discretionary$215.9M
Non-Disc.$250.5M
Employees3
Clients0
DateJun 2020
Total AUM$372.1M
Discretionary$163.1M
Non-Disc.$209.1M
Employees4
Clients0
DateApr 2020
Total AUM$372.1M
Discretionary$163.1M
Non-Disc.$209.1M
Employees4
Clients0
DateFeb 2020
Total AUM$372.1M
Discretionary$163.1M
Non-Disc.$209.1M
Employees4
Clients0
DateMar 2019
Total AUM$351M
Discretionary$141.4M
Non-Disc.$209.6M
Employees3
Clients0
DateMar 2018
Total AUM$361.6M
Discretionary$143.4M
Non-Disc.$218.2M
Employees3
Clients0
DateMay 2017
Total AUM$302.1M
Discretionary$134.2M
Non-Disc.$167.9M
Employees2
Clients11
DateMar 2017
Total AUM$302.1M
Discretionary$134.2M
Non-Disc.$167.9M
Employees2
Clients11
DateAug 2016
Total AUM$285.9M
Discretionary$206.9M
Non-Disc.$79M
Employees3
Clients11
DateMar 2016
Total AUM$285.9M
Discretionary$206.9M
Non-Disc.$79M
Employees3
Clients11
DateJul 2015
Total AUM$303.2M
Discretionary$170.8M
Non-Disc.$132.4M
Employees3
Clients11
DateMar 2015
Total AUM$303.2M
Discretionary$170.8M
Non-Disc.$132.4M
Employees2
Clients11
DateFeb 2015
Total AUM$303.2M
Discretionary$170.8M
Non-Disc.$132.4M
Employees2
Clients11
DateMar 2014
Total AUM$199M
Discretionary$12.5M
Non-Disc.$186.6M
Employees2
Clients1
DateAug 2013
Total AUM$193.3M
Discretionary$11.8M
Non-Disc.$181.5M
Employees2
Clients1
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0