CASTLE ROCK ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$3,858,230,155
Discretionary
$1,051,833,057
Non-discretionary
$2,806,397,098
Firm details
- CRD number
- 331429
- SEC file number
- 801-130907
- Main office
- BOSTON, MA, United States
- Employees
- 33
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of October 2026.