Allocator Index · CRD 130825

ROCK POINT ADVISORS, LLC

Burlington, VT · 802-864-2266 · rockpointadvisors.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

150

Other individuals

82

HNW assets

$564.4M

Total AUM

$655.7M

Employees

9

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.