Stillrock Management Inc is a large advisory firm based in New York. It manages $129.3 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.
Stillrock Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stillrock Management Inc is $129.3 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stillrock Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Arthur Stephen Penn has been acting as President since 1 Jul 1987. Louise Shim has served as the Chief Investment Officer since 1 Jan 2005. Margot S. Rubin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Stillrock Management Inc performs its advisory services is located at 150 E 52 Nd St, 8 Fl, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-744-9500 or by fax 212-820-9743. The normal business hours are 9:00-5:00 on Monday - Friday.