Falists
← Back to search

ROCK HARBOR PARTNERS LLC

CRD 322545 · SEC 801-127611

1865 PALMER AVENUE, SUITE 108, LARCHMONT, NY, 10538, United States

Phone

914-215-5873

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.67B

Discretionary AUM

$95.3M

Team

4 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Fixed fees; Performance-based fees; DISCRETIONARY BONUS

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
High net worth individuals62$2.55B
Pooled investment vehicles1$66.6M

Official SEC filing: View on IAPD