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Castle Rock Advisors LLC

EST. AUM
$2,383,765,925

CONTACTS
2

CLIENT ACCOUNTS
46

Firm Details

Metro area Boston
CRD Number 331429
Website n
Client types

Overview

Castle Rock Advisors LLC is an SEC-registered investment advisory firm based in Boston, Massachusetts, founded in 2024 and organized as a Delaware limited liability company. It provides investment advisory, financial planning, and family office services tailored primarily to high-net-worth individuals, their families, and estate planning vehicles through separate accounts and pooled investment vehicles. The firm integrates coordinated planning with third-party managers and offers guidance on cash management, tax planning, retirement solutions, and customized investment strategies. It operates under Castle Rock Advisors Holdings LLC, largely owned by Berkshire Partners Holdings LLC, with a multidisciplinary team delivering personalized wealth management and advisory solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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