ROOTSTOCK INVESTMENT MANAGEMENT, LLC.
ROOTSTOCK INVESTMENT MANAGEMENT, LLC. of SEWICKLEY, PA is an SEC-registered investment adviser (CRD 167665). Regulatory assets under management: $495.9M.
Registration
- CRD: 167665
- SEC file number: 801-78025
- Type: Registered investment adviser
- 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 | — |
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