Adviser Profile
| As of Date | 11/20/2025 |
| Registration status | Registration Changed to ALTAR ROCK LLC |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 140,546,878 61% |
| of that, discretionary | 140,546,878 61% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,653,493 -20% |
| % High Net Worth | 90.48% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds