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ROCKINGSTONE ADVISORS

ROCKINGSTONE ADVISORS LLC

CRD 149592 · SEC 801-77696

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292 MAIN STREET, SUITE 32, GREAT BARRINGTON, MA, 01230, United States

Phone

212-430-2240

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$280.1M

Discretionary AUM

$280.1M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals7$2.1M
High net worth individuals54$278.0M

States served

CA, MA, NY, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD