Altar Rock is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 23, 2026, reports $159M in regulatory assets under management, 8 employees, and 111 accounts.
Top client segmentHNWI represent 85.2% of total clients.
Top client categories% of clientsClients
1
HNWI
85.2%
23
2
Individuals
11.1%
3
3
Insurance Cos.
3.7%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of April 23, 2026
Discretionary100.0%
$159M
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.
Total AUM$159M
Total Accounts111
10Y AUM Change+$159M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee3:1
10Y Employee Change+4 (+100.0%)
* 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.