Rock Point Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, VT. Its latest Form ADV filing, dated March 24, 2026, reports $656M in regulatory assets under management, 9 employees, and 493 accounts.
Assets Under Management
$656M
Employees
9
Offices
--
Total Clients
243
Primary office
BURLINGTON, VT
77 COLLEGE STREET, 4TH FLOOR, BURLINGTON, VT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.7% of total clients.
Top client categories% of clientsClients
1
HNWI
61.7%
150
2
Individuals
33.7%
82
3
Corporations
2.5%
6
4
Charitable
2.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$656Mas of March 24, 2026
Discretionary100.0%
$656M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$656M
Total Accounts493
10Y AUM Change+$360M (+121.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.