Castle Rock Advisors LLC

Overview

Castle Rock Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm serves both high‑net‑worth individuals and families as well as institutional clients, and it positions itself as a capital allocator that both advises pooled vehicles and selects outside managers. Its advisory scope includes financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. Castle Rock also lists CPO/CTA activities and roles as sponsor, general partner, or managing member of pooled vehicles. The firm does not identify as an active ESG investor and is not labeled a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices