Shelter Rock Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jericho, NY. Its latest Form ADV filing, dated March 20, 2026, reports $232M in regulatory assets under management, 6 employees, and 286 accounts.
Assets Under Management
$232M
Employees
6
Offices
--
Total Clients
142
Primary office
JERICHO, NY
375 NORTH BROADWAY, SUITE 207, JERICHO, NY, 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 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
91
2
Individuals
29.6%
42
3
Corporations
5.6%
8
4
Pension Plans
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 20, 2026
Discretionary73.8%
$171M
74% of total RAUM73.8%
Non-discretionary26.2%
$61M
26% of total RAUM26.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$232M
Total Accounts286
10Y AUM Change+$164M (+241.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change+1 (+20.0%)
* 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.