Castle Rock Advisors LLC
● SEC registered since 2024CRD 331429SEC# 801-130907Boston, MA
Ranks #2,001 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.38B
Fund GAV
$632.4M
Private funds
6
Employees
33
Accounts
46
Location
Boston, MA
Castle Rock Advisors LLC assets under management
Castle Rock Advisors LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2024. It reports $2.4 billion in regulatory assets under management and employs 33 people. Castle Rock Advisors LLC manages 6 private funds with combined gross assets of $632.4 million, including Cra Fund IV LLC. By regulatory assets, it ranks 2,001 of 6,004 private fund managers.
Castle Rock Advisors LLC private funds
6 funds · $632.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cra Fund IV LLC | Other Private | $298M | $100K |
| Cra Hf LLC | Other Private | $189.5M | — |
| Cra Re 2025 LLC | Other Private | $45.2M | — |
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Join to unlock · $37/moCastle Rock Advisors LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anil Nmn Seetharam Control | Executive Officer | Under 5% | 2024 |
| Bertty Martinez Torres | Chief Financial Officer | Under 5% | 2025 |
| Castle Rock Advisors Holdings LLC Control | Managing Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Castle Rock Advisors LLC manage?
Castle Rock Advisors LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Castle Rock Advisors LLC manage?
Castle Rock Advisors LLC manages 6 private funds with combined gross assets of $632.4 million.
How many employees does Castle Rock Advisors LLC have?
Castle Rock Advisors LLC reports 33 employees.
Where is Castle Rock Advisors LLC located?
Castle Rock Advisors LLC is based in Boston, MA and has been SEC-registered since 2024.
Does Castle Rock Advisors LLC disclose fund performance?
Castle Rock Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Clarendon Street 35th Fl, Boston, MA 02116-5040 |
| Phone | 617-227-0050 |
| Office hours | 8:00 a.m. - 6:00 p.m. Eastern |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.38B▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$2.38Bregulatory AUM
Discretionary $348.6MNon-discretionary $2.04B