Race Rock Capital LLC
Firm details
- Headquarters
- Winchester, Massachusetts
- CRD number
- 153363
- Registered since
- December 3, 2010
- Website
- www.racerockcap.us
Firm profile
FINTRXAssets & Accounts
FINTRX records show Race Rock Capital LLC has no reported clients and no AUM disclosed. The database lists an average client size of $0.00, which reflects the absence of reported client relationships rather than a calculated portfolio metric. Additional business details such as fee arrangements, advisory activities, and account types were not provided in the source data. Race Rock Capital is organized as a limited liability company and is registered with the SEC (registration year 2010). The firm is listed as being owned by an individual and is categorized as "Unclassified" in the snapshot. FINTRX notes that the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Charles Bartels
Principal And Chief Compliance OfficerCRD 1817969
Contacts
3 of 3
Catherine Sheridan
Registered Broker/DealerCRD 1203915

Charles Bartels
PrincipalCRD 3207740

Kimberly Neely
FinOpCRD 2045019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winchester, MA
Middlesex
Location
Winchester, MA
Headquartered in Winchester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 7 Wainwright Rd
- Time zone
- ET (UTC-5)
- Office locations
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