Key facts
- ROUND ROCK ADVISORS LLC is a other based in WILTON, CT.
- ROUND ROCK ADVISORS LLC has 1 fund on record, raising $56.0M across the 1 that report a size.
- ROUND ROCK ADVISORS LLC reports $86.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 286007- Regulatory AUM
- $86.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 22
- Registered office
- WILTON, CT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ROUND ROCK ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Round Rock VA EB5 LP2025$56.0M
$56.0M raised across the 1 fund that report a size
Frequently asked
- What is ROUND ROCK ADVISORS LLC's AUM?
- ROUND ROCK ADVISORS LLC manages approximately $86.8M in assets.