# ROOTSTOCK INVESTMENT MANAGEMENT, LLC.

ROOTSTOCK INVESTMENT MANAGEMENT, LLC. of SEWICKLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 167665
- Type: SEC-registered investment adviser
- SEC file number: 801-78025
- Location: 2605 NICHOLSON ROAD, BUILDING 5, SUITE 5240, SEWICKLEY, PA, 15143
- Phone: 412-205-8822
- Latest filing: 2024-03-27
- Regulatory AUM: $495.9M
- Discretionary AUM: $397.2M
- Non-discretionary AUM: $98.6M
- Clients: 3
- Accounts: 191

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SIMPSON GREGORY JAMES | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167665/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167665/similar
- Related entities: https://search.stillhousedata.com/firm/167665/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167665

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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.