SHELTER ROCK MANAGEMENT, LLC

SHELTER ROCK MANAGEMENT, LLC of JERICHO, NY is an SEC-registered investment adviser (CRD 142739). Regulatory assets under management: $232.0M.

Registration

• CRD: 142739
• SEC file number: 801-77651
• Type: Registered investment adviser
• Location: 375 NORTH BROADWAY, SUITE 207, JERICHO, NY, 11753
• Phone: 516-605-2215
• Latest filing: 2026-03-20
• Regulatory AUM: $232.0M
• Discretionary AUM: $171.2M
• Non-discretionary AUM: $60.8M
• Clients: 6
• Accounts: 286

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search