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Roc360 Advisors LLC

● SEC registered since 2023CRD 326954SEC# 801-128209New York, NY
Export (members)
Ranks #2,815 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$907M
Fund GAV
$227.8M
Private funds
4
Employees
41
Accounts
6
Location
New York, NY

Roc360 Advisors LLC assets under management

Roc360 Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2023. It reports $907 million in regulatory assets under management and employs 41 people. Roc360 Advisors LLC manages 4 private funds with combined gross assets of $227.8 million, including Roc360 Feeder I LLC. By regulatory assets, it ranks 2,815 of 5,911 private fund managers.

Roc360 Advisors LLC private funds

4 funds · $227.8M GAV
FundTypeGross assetsMin.
Roc360 Feeder I LLCOther Private$114.9M
Roc360 Feeder Iii-A LLCOther Private$52.5M
Roc360 Feeder Iii-B LPOther Private$51.4M
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Roc360 Advisors LLC owners & executives

11 reported
NameTitleOwnershipSince
Andrew Michael Whelan ControlPresidentUnder 5%2023
Gregory Nmn Sonis ControlChief Financial OfficerUnder 5%2023
Gregory Wayne MacCordyChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Roc360 Advisors LLC manage?

Roc360 Advisors LLC reports $907 million in regulatory assets under management on its Form ADV.

How many private funds does Roc360 Advisors LLC manage?

Roc360 Advisors LLC manages 4 private funds with combined gross assets of $227.8 million.

How many employees does Roc360 Advisors LLC have?

Roc360 Advisors LLC reports 41 employees.

Where is Roc360 Advisors LLC located?

Roc360 Advisors LLC is based in New York, NY and has been SEC-registered since 2023.

Does Roc360 Advisors LLC disclose fund performance?

Roc360 Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address645 Madison Avenue, Floor 19, New York, NY 10022
Phone332-2139476
Office hours8-5p.m.
SEC regionNew York Regional Office (NYRO)
CIK326954
Discloses disciplinary historyNo

Assets under management

Discretionary$907M
Non-discretionary$0
Total (RAUM)$907M

Service providers

Auditor
Administrator