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Castle Rock Advisors LLC

● SEC registered since 2024CRD 331429SEC# 801-130907Boston, MA
Export (members)
Ranks #2,143 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.59B
Fund GAV
$493.7M
Private funds
3
Employees
33
Accounts
22
Location
Boston, MA

Castle Rock Advisors LLC assets under management

Castle Rock Advisors LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2024. It reports $1.6 billion in regulatory assets under management and employs 33 people. Castle Rock Advisors LLC manages 3 private funds with combined gross assets of $493.7 million, including Cra Fund IV LLC. By regulatory assets, it ranks 2,143 of 5,911 private fund managers.

Castle Rock Advisors LLC private funds

3 funds · $493.7M GAV
FundTypeGross assetsMin.
Cra Fund IV LLCOther Private$288.2M$100K
Cra Vc-Ge 2025 LLCOther Private$133.3M
Cra Fund I LLCOther Private$72.1M

Castle Rock Advisors LLC owners & executives

13 reported
NameTitleOwnershipSince
Anil Nmn Seetharam ControlExecutive OfficerUnder 5%2024
Bertty Martinez TorresChief Financial OfficerUnder 5%2025
Castle Rock Advisors Holdings LLC ControlManaging MemberOver 75%2024
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Frequently asked questions

How much does Castle Rock Advisors LLC manage?

Castle Rock Advisors LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Castle Rock Advisors LLC manage?

Castle Rock Advisors LLC manages 3 private funds with combined gross assets of $493.7 million.

How many employees does Castle Rock Advisors LLC have?

Castle Rock Advisors LLC reports 33 employees.

Where is Castle Rock Advisors LLC located?

Castle Rock Advisors LLC is based in Boston, MA and has been SEC-registered since 2024.

Does Castle Rock Advisors LLC disclose fund performance?

Castle Rock Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Clarendon Street 35th Fl, Boston, MA 02116-5040
Phone617-227-0050
Office hours8:00 a.m. - 6:00 p.m. Eastern
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$493.7M
Non-discretionary$1.1B
Total (RAUM)$1.59B

Service providers