# ROCKINGSTONE ADVISORS LLC

ROCKINGSTONE ADVISORS LLC of GREAT BARRINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 149592
- Type: SEC-registered investment adviser
- SEC file number: 801-77696
- Location: 292 MAIN STREET, SUITE 32, GREAT BARRINGTON, MA, 01230
- Phone: 212-430-2240
- Latest filing: 2026-03-19
- Regulatory AUM: $280.1M
- Discretionary AUM: $280.1M
- Clients: 3
- Accounts: 283

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brandt Augustus Sakakeeny | CHIEF COMPLIANCE OFFICER | — |
| Margaret C Sakakeeny | MEMBER | — |
| Eric Richard Katzman | PARTNER AND CO-CHIEF INVESTMENT OFFICER | — |
| SAKAKEENY BRANDT AUGUSTUS | CHIEF COMPLIANCE OFFICER | — |
| SAKAKEENY MARGARET C | MEMBER | — |
| KATZMAN ERIC RICHARD | PARTNER AND CO-CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149592/similar
- Related entities: https://search.stillhousedata.com/firm/149592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149592

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.