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Shelter Rock Management, LLC

● SEC registered since 2013CRD 142739SEC# 801-77651Jericho, NY
Export (members)
Reg. AUM
$206.2M
Employees
7
Accounts
278
Location
Jericho, NY

Shelter Rock Management, LLC assets under management

Shelter Rock Management, LLC is a registered investment adviser overseen by the SEC based in Jericho, NY. The firm has been registered since 2013. It reports $206.2 million in regulatory assets under management and employs 7 people.
www.shelterrockmanagement.comView on SEC.gov ↗

Shelter Rock Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sean Edward Chaitman ControlPresident/Ceo/Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Shelter Rock Management, LLC manage?

Shelter Rock Management, LLC reports $206.2 million in regulatory assets under management on its Form ADV.

How many employees does Shelter Rock Management, LLC have?

Shelter Rock Management, LLC reports 7 employees.

Where is Shelter Rock Management, LLC located?

Shelter Rock Management, LLC is based in Jericho, NY and has been SEC-registered since 2013.

Does Shelter Rock Management, LLC disclose fund performance?

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

Contact & registration

Address375 North Broadway, Suite 207, Jericho, NY 11753
Phone516-605-2215
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$147.8M
Non-discretionary$58.4M
Total (RAUM)$206.2M