Highrock Capital Management Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Uniondale, New York
CRD number
340720
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

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Overview

Highrock Capital Management Inc. is a privately held corporate advisory firm that provides fee-based investment management. The firm primarily offers discretionary portfolio management services aimed at individual clients and small businesses, charging fees as a percentage of assets under management. Ownership is held by an individual rather than an institutional group, and the firm is classified in public records as unclassified. Highrock does not position itself as an ESG-focused manager, and it is not identified as a capital allocator or pension consultant. It is not registered as a multi-state adviser and is not listed as a related adviser to another registered entity. The firm is established rather than newly formed.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Shiying Zeng

    President, CCOCRD 6939000

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Uniondale, NY

Nassau

Location

Uniondale, NY

Headquartered in Uniondale, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
405 Rxr Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth