Shelter Rock Management, LLC
● SEC registered since 2013CRD 142739SEC# 801-77651Jericho, NY
Reg. AUM
$232M
Employees
6
Accounts
286
Location
Jericho, NY
Shelter Rock Management, LLC assets under management
Shelter Rock Management, LLC is a registered investment adviser overseen by the SEC based in Jericho, NY. The firm has been registered since 2013. It reports $232 million in regulatory assets under management and employs 6 people.
Shelter Rock Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sean Edward Chaitman Control | President/Ceo/Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Shelter Rock Management, LLC manage?
Shelter Rock Management, LLC reports $232 million in regulatory assets under management on its Form ADV.
How many employees does Shelter Rock Management, LLC have?
Shelter Rock Management, LLC reports 6 employees.
Where is Shelter Rock Management, LLC located?
Shelter Rock Management, LLC is based in Jericho, NY and has been SEC-registered since 2013.
Does Shelter Rock Management, LLC disclose fund performance?
Shelter Rock Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 375 North Broadway, Suite 207, Jericho, NY 11753 |
| Phone | 516-605-2215 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$232M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$232Mregulatory AUM
Discretionary $171.2MNon-discretionary $60.8M