Shelter Rock Management, LLC
Shelter Rock Management, LLC is an SEC-registered wealth manager in Jericho, NY with $232.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Shelter Rock Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142739, SEC 801-77651, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $232.0M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Jericho, NY
- Employees
- 6
- Clients
- 142
- CRD
- 142739
- Ownership
- CHAITMAN, SEAN, EDWARD
How much AUM does Shelter Rock Management, LLC have?
Shelter Rock Management, LLC reported $232.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Shelter Rock Management, LLC?
Disclosed owners and executives of Shelter Rock Management, LLC include CHAITMAN, SEAN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.