CASTLE ROCK ADVISORS LLC
CRD #331429 SEC #801-130907 BOSTON, MA 617-227-0050
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$493.7M
Employees
33
Clients
25
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.6B | $493.7M | $1.1B | 33 | 19 |
| Mar 2025 | $1.6B | $493.7M | $1.1B | 33 | 19 |
| Dec 2024 | $830.2M | $0 | $830.2M | 28 | 0 |
DateJun 2025
Total AUM$1.6B
Discretionary$493.7M
Non-Disc.$1.1B
Employees33
Clients19
DateMar 2025
Total AUM$1.6B
Discretionary$493.7M
Non-Disc.$1.1B
Employees33
Clients19
DateDec 2024
Total AUM$830.2M
Discretionary$0
Non-Disc.$830.2M
Employees28
Clients0