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SHELTER ROCK MANAGEMENT, LLC
CRD 142739 · SEC 801-77651
375 NORTH BROADWAY, SUITE 207, JERICHO, NY, 11753, United States
Phone
516-605-2215
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.0M
Discretionary AUM
$171.2M
Team
6 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $20.7M |
| High net worth individuals | 91 | $146.8M |
| Pension/profit sharing plans | 1 | $3.7M |
| Corporations/business entities | 8 | $60.8M |
States served
CA, NY, MO
All web addresses on file
Official SEC filing: View on IAPD