Active
SHELTER ROCK MANAGEMENT, LLC
Investment Advice|JERICHO, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$206.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 147.8M |
| Non-Discretionary | 58.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 142739 |
| SEC Number | 801-77651 |
| Street Address | 375 NORTH BROADWAY |
| Street Address 2 | SUITE 207 |
| Location | JERICHO, NY 11753 |
| Country | United States |
| Phone | 516-605-2215 |
| Total Employees | 7 |
Client Count by Type (130 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 73 |
| Individuals (other than H… | 48 |
| Corporations/Businesses | 8 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
CITY OF GLEN COVE
CITY OF LONG BEACH
COUNTY OF NASSAU
TOWN OF HEMPSTEAD
TOWN OF NORTH HEMPSTEAD
TOWN OF OYSTER BAY
VILLAGE OF ATLANTIC BEACH
VILLAGE OF BAXTER ESTATES
VILLAGE OF BAYVILLE
VILLAGE OF BELLEROSE
VILLAGE OF BROOKVILLE
VILLAGE OF CEDARHURST
VILLAGE OF CENTRE ISLAND
VILLAGE OF COVE NECK
VILLAGE OF EAST HILLS
VILLAGE OF EAST ROCKAWAY
VILLAGE OF EAST WILLISTON
VILLAGE OF FARMINGDALE
VILLAGE OF FLORAL PARK
VILLAGE OF FLOWER HILL
CITY OF GLEN COVE
CITY OF LONG BEACH
COUNTY OF NASSAU
TOWN OF HEMPSTEAD
TOWN OF NORTH HEMPSTEAD
TOWN OF OYSTER BAY
VILLAGE OF ATLANTIC BEACH
VILLAGE OF BAXTER ESTATES
VILLAGE OF BAYVILLE
VILLAGE OF BELLEROSE
VILLAGE OF BROOKVILLE
VILLAGE OF CEDARHURST
VILLAGE OF CENTRE ISLAND
VILLAGE OF COVE NECK
VILLAGE OF EAST HILLS
VILLAGE OF EAST ROCKAWAY
VILLAGE OF EAST WILLISTON
VILLAGE OF FARMINGDALE
VILLAGE OF FLORAL PARK
VILLAGE OF FLOWER HILL
CITY OF GLEN COVE
CITY OF LONG BEACH
COUNTY OF NASSAU
TOWN OF HEMPSTEAD
TOWN OF NORTH HEMPSTEAD
TOWN OF OYSTER BAY
VILLAGE OF ATLANTIC BEACH
VILLAGE OF BAXTER ESTATES
VILLAGE OF BAYVILLE
VILLAGE OF BELLEROSE
VILLAGE OF BROOKVILLE
VILLAGE OF CEDARHURST
VILLAGE OF CENTRE ISLAND
VILLAGE OF COVE NECK
VILLAGE OF EAST HILLS
VILLAGE OF EAST ROCKAWAY
VILLAGE OF EAST WILLISTON
VILLAGE OF FARMINGDALE
VILLAGE OF FLORAL PARK
VILLAGE OF FLOWER HILL
Municipal Government
70 Active
70
Organizations
BALDWIN FIRE DISTRICT
BARNUM ISLAND FIRE DISTRICT
BAY PARK FIRE DISTRICT
BELLEROSE TERRACE FIRE DISTRICT
BELLMORE FIRE DISTRICT
BETHPAGE FIRE DISTRICT
BETHPAGE PUBLIC LIBRARY
BRYANT LIBRARY
EAST END ATLANTIC BEACH FIRE DISTRICT
EAST MEADOW FIRE DISTRICT
ELMONT FIRE DISTRICT
ELMONT PUBLIC LIBRARY
FARMINGDALE PUBLIC LIBRARY
FRANKLIN SQUARE-MUNSON FIRE DISTRICT
FRANKLIN SQUARE PUBLIC LIBRARY
FREEPORT MEMORIAL LIBRARY
GARDEN CITY PARK, WATER AND FIRE DISTRICT
GARDEN CITY PARK WATER & FIRE DISTRICT
GLEN COVE PUBLIC LIBRARY DISTRICT
GOLD COAST PUBLIC LIBRARY
BALDWIN FIRE DISTRICT
BARNUM ISLAND FIRE DISTRICT
BAY PARK FIRE DISTRICT
BELLEROSE TERRACE FIRE DISTRICT
BELLMORE FIRE DISTRICT
BETHPAGE FIRE DISTRICT
BETHPAGE PUBLIC LIBRARY
BRYANT LIBRARY
EAST END ATLANTIC BEACH FIRE DISTRICT
EAST MEADOW FIRE DISTRICT
ELMONT FIRE DISTRICT
ELMONT PUBLIC LIBRARY
FARMINGDALE PUBLIC LIBRARY
FRANKLIN SQUARE-MUNSON FIRE DISTRICT
FRANKLIN SQUARE PUBLIC LIBRARY
FREEPORT MEMORIAL LIBRARY
GARDEN CITY PARK, WATER AND FIRE DISTRICT
GARDEN CITY PARK WATER & FIRE DISTRICT
GLEN COVE PUBLIC LIBRARY DISTRICT
GOLD COAST PUBLIC LIBRARY
BALDWIN FIRE DISTRICT
BARNUM ISLAND FIRE DISTRICT
BAY PARK FIRE DISTRICT
BELLEROSE TERRACE FIRE DISTRICT
BELLMORE FIRE DISTRICT
BETHPAGE FIRE DISTRICT
BETHPAGE PUBLIC LIBRARY
BRYANT LIBRARY
EAST END ATLANTIC BEACH FIRE DISTRICT
EAST MEADOW FIRE DISTRICT
ELMONT FIRE DISTRICT
ELMONT PUBLIC LIBRARY
FARMINGDALE PUBLIC LIBRARY
FRANKLIN SQUARE-MUNSON FIRE DISTRICT
FRANKLIN SQUARE PUBLIC LIBRARY
FREEPORT MEMORIAL LIBRARY
GARDEN CITY PARK, WATER AND FIRE DISTRICT
GARDEN CITY PARK WATER & FIRE DISTRICT
GLEN COVE PUBLIC LIBRARY DISTRICT
GOLD COAST PUBLIC LIBRARY
Special District
88 Active
88
Organizations
BALDWIN PUBLIC LIBRARY
BALDWIN UNION FREE SCH DIST
BELLMORE MEMORIAL LIBRARY
BELLMORE-MERRICK CTL HIGH SCHOOL DIST
BELLMORE UNION FREE SCH DIST
BETHPAGE UF SCH DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICE
CARLE PLACE UF SCHOOL DIST
EAST MEADOW PUBLIC LIBRARY
EAST MEADOW UNION FREE SCHOOL DIST
EAST ROCKAWAY UNION FREE SCHOOL DIST
EAST WILLISTON UF SCHOOL DIST
ELMONT UNION FREE SCH DIST
FARMINGDALE UNION FREE SCH DIST
FLORAL PARK BELLEROSE SCHOOL DISTRICT
FLORAL PARK BELLEROSE UNION FREE SCH DIST
FRANKLIN SQ UF SCHOOL DIST
FREEPORT UNION FREE SCH DIST
GARDEN CITY U F SCH DIST
GLEN COVE CITY SCH DIST
BALDWIN PUBLIC LIBRARY
BALDWIN UNION FREE SCH DIST
BELLMORE MEMORIAL LIBRARY
BELLMORE-MERRICK CTL HIGH SCHOOL DIST
BELLMORE UNION FREE SCH DIST
BETHPAGE UF SCH DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICE
CARLE PLACE UF SCHOOL DIST
EAST MEADOW PUBLIC LIBRARY
EAST MEADOW UNION FREE SCHOOL DIST
EAST ROCKAWAY UNION FREE SCHOOL DIST
EAST WILLISTON UF SCHOOL DIST
ELMONT UNION FREE SCH DIST
FARMINGDALE UNION FREE SCH DIST
FLORAL PARK BELLEROSE SCHOOL DISTRICT
FLORAL PARK BELLEROSE UNION FREE SCH DIST
FRANKLIN SQ UF SCHOOL DIST
FREEPORT UNION FREE SCH DIST
GARDEN CITY U F SCH DIST
GLEN COVE CITY SCH DIST
BALDWIN PUBLIC LIBRARY
BALDWIN UNION FREE SCH DIST
BELLMORE MEMORIAL LIBRARY
BELLMORE-MERRICK CTL HIGH SCHOOL DIST
BELLMORE UNION FREE SCH DIST
BETHPAGE UF SCH DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICE
CARLE PLACE UF SCHOOL DIST
EAST MEADOW PUBLIC LIBRARY
EAST MEADOW UNION FREE SCHOOL DIST
EAST ROCKAWAY UNION FREE SCHOOL DIST
EAST WILLISTON UF SCHOOL DIST
ELMONT UNION FREE SCH DIST
FARMINGDALE UNION FREE SCH DIST
FLORAL PARK BELLEROSE SCHOOL DISTRICT
FLORAL PARK BELLEROSE UNION FREE SCH DIST
FRANKLIN SQ UF SCHOOL DIST
FREEPORT UNION FREE SCH DIST
GARDEN CITY U F SCH DIST
GLEN COVE CITY SCH DIST
School District
73 Active
73
Organizations
0000BRESLOVER AID SOCIETY INC
069 LONG ISLAND CHAPTER OF TROUT UNLIMITED
100 MILES OFF-BROADWAY INC
1205 BUILDING CORPORATION
1241 HEMPSTEAD AUX
138 BOULEVARD BUILDING CORP
13 TUHI TUHI INC
1414 CENTRAL AVENUE HOUSING DEVELOPMENT FUND CORPORATION
160 MINEOLA BOULEVARD CORP
1687 INC
1865 MUTUAL BENEVOLENT SOCIETY INC
1ST MARINE DIVISION ASSOCIATION INC NEW YORK CHAPTER
1 WORKER 1 VOTE INC
2001 FREDERICK & NANCY DEMATTEIS FAMILY
25 YEAR SERVICE CLUB OF NASSAU COUNTY DEPARTMENT OF PUBLIC WORKS
261 FEARLESS CLUB OF NEW PALTZ INC
28675957 TOASTMASTERS OF LITTLE NECK QUEENS
28676296 AGENTS OF CHANGE TOASTMASTERS CLUB
2 EVOLVE INC
2LIVLIFE INC
0000BRESLOVER AID SOCIETY INC
069 LONG ISLAND CHAPTER OF TROUT UNLIMITED
100 MILES OFF-BROADWAY INC
1205 BUILDING CORPORATION
1241 HEMPSTEAD AUX
138 BOULEVARD BUILDING CORP
13 TUHI TUHI INC
1414 CENTRAL AVENUE HOUSING DEVELOPMENT FUND CORPORATION
160 MINEOLA BOULEVARD CORP
1687 INC
1865 MUTUAL BENEVOLENT SOCIETY INC
1ST MARINE DIVISION ASSOCIATION INC NEW YORK CHAPTER
1 WORKER 1 VOTE INC
2001 FREDERICK & NANCY DEMATTEIS FAMILY
25 YEAR SERVICE CLUB OF NASSAU COUNTY DEPARTMENT OF PUBLIC WORKS
261 FEARLESS CLUB OF NEW PALTZ INC
28675957 TOASTMASTERS OF LITTLE NECK QUEENS
28676296 AGENTS OF CHANGE TOASTMASTERS CLUB
2 EVOLVE INC
2LIVLIFE INC
0000BRESLOVER AID SOCIETY INC
069 LONG ISLAND CHAPTER OF TROUT UNLIMITED
100 MILES OFF-BROADWAY INC
1205 BUILDING CORPORATION
1241 HEMPSTEAD AUX
138 BOULEVARD BUILDING CORP
13 TUHI TUHI INC
1414 CENTRAL AVENUE HOUSING DEVELOPMENT FUND CORPORATION
160 MINEOLA BOULEVARD CORP
1687 INC
1865 MUTUAL BENEVOLENT SOCIETY INC
1ST MARINE DIVISION ASSOCIATION INC NEW YORK CHAPTER
1 WORKER 1 VOTE INC
2001 FREDERICK & NANCY DEMATTEIS FAMILY
25 YEAR SERVICE CLUB OF NASSAU COUNTY DEPARTMENT OF PUBLIC WORKS
261 FEARLESS CLUB OF NEW PALTZ INC
28675957 TOASTMASTERS OF LITTLE NECK QUEENS
28676296 AGENTS OF CHANGE TOASTMASTERS CLUB
2 EVOLVE INC
2LIVLIFE INC
Nonprofit Organization
8649 Active
8649
Organizations
Community Partners200 organizations
CITY OF LONG BEACH
Municipal Government·LONG BEACH
TOWN OF HEMPSTEAD
Municipal Government·HEMPSTEAD
VILLAGE OF BAXTER ESTATES
Municipal Government·PORT WASHINGTON
VILLAGE OF BELLEROSE
Municipal Government·BELLEROSE VILLAGE
VILLAGE OF CENTRE ISLAND
Municipal Government·OYSTER BAY
VILLAGE OF COVE NECK
Municipal Government·OYSTER BAY
VILLAGE OF FLOWER HILL
Municipal Government·MANHASSET
VILLAGE OF FREEPORT
Municipal Government·FREEPORT
VILLAGE OF GREAT NECK ESTATES
Municipal Government·GREAT NECK
VILLAGE OF HEWLETT BAY PARK
Municipal Government·HEWLETT
VILLAGE OF HEWLETT HARBOR
Municipal Government·HEWLETT
VILLAGE OF HEWLETT NECK
Municipal Government·HEWLETT
VILLAGE OF KINGS POINT
Municipal Government·KINGS POINT
VILLAGE OF MALVERNE
Municipal Government·MALVERNE
VILLAGE OF MINEOLA
Municipal Government·MINEOLA
VILLAGE OF MUTTONTOWN
Municipal Government·MUTTONTOWN
VILLAGE OF OLD BROOKVILLE
Municipal Government·GLEN HEAD
VILLAGE OF OLD WESTBURY
Municipal Government·OLD WESTBURY
BARNUM ISLAND FIRE DISTRICT
Special District·ISLAND PARK
BAY PARK FIRE DISTRICT
Special District·EAST ROCKAWAY
BELLEROSE TERRACE FIRE DISTRICT
Special District·FLORAL PARK
BRYANT LIBRARY
Special District·ROSLYN
EAST END ATLANTIC BEACH FIRE DISTRICT
Special District·E ATLANTIC BEACH
EAST MEADOW FIRE DISTRICT
Special District·EAST MEADOW
ELMONT FIRE DISTRICT
Special District·ELMONT
ELMONT PUBLIC LIBRARY
Special District·ELMONT
FARMINGDALE PUBLIC LIBRARY
Special District·FARMINGDALE
FRANKLIN SQUARE-MUNSON FIRE DISTRICT
Special District·FRANKLIN SQUARE
FREEPORT MEMORIAL LIBRARY
Special District·FREEPORT
GARDEN CITY PARK, WATER AND FIRE DISTRICT
Special District·GARDEN CITY PARK
GARDEN CITY PARK WATER & FIRE DISTRICT
Special District·NEW HYDE PARK
HEALTH DEPARTMENT
Special District·MINEOLA
HEWLETT BAY FIRE DISTRICT
Special District·HEWLETT
HEWLETT-WOODMERE PUBLIC LIBRARY
Special District·HEWLETT
HUMAN RIGHTS COMMISSION
Special District·MINEOLA
INCORPORATED VILLAGE OF SOUTH FLORAL PARK
Special District·FLORAL PARK
INWOOD FIRE DISTRICT
Special District·LYNBROOK
ISLAND PARK PUBLIC LIBRARY
Special District·ISLAND PARK
ISLAND TREES PUBLIC LIBRARY
Special District·LEVITTOWN
JERICHO FIRE DISTRICT
Special District·JERICHO
JERICHO PUBLIC LIBRARY
Special District·JERICHO
LAKEVIEW FIRE DISTRICT (LONG ISLAND)
Special District·WEST HEMPSTEAD
LAWRENCE-NORTH FIRE DISTRICT
Special District·LAWRENCE
LEVITTOWN FIRE DIST
Special District·LEVITTOWN
LIDO POINT LOOKOUT FIRE DISTRICT
Special District·POINT LOOKOUT
LOCUST VALLEY FIRE DISTRICT
Special District·LOCUST VALLEY
LOCUST VALLEY WATER DISTRICT
Special District·LOCUST VALLEY
LONG ISLAND POWER AUTHORITY
Special District·UNIONDALE
MANHASSET LAKEVILLE FIRE DISTRICT
Special District·GREAT NECK
MANHASSET-LAKEVILLE WATER DISTRICT
Special District·GREAT NECK
MASSAPEQUA FIRE DISTRICT
Special District·MASSAPEQUA
MASSAPEQUA PUBLIC LIBRARY
Special District·MASSAPEQUA PARK
MEADOWMERE FIRE DISTRICT
Special District·LAWRENCE
MEDICAL EXAMINER
Special District·EAST MEADOW
BELLMORE MEMORIAL LIBRARY
School District·BELLMORE
BOARD OF COOPERATIVE EDUCATIONAL SERVICE
School District·GARDEN CITY
EAST MEADOW PUBLIC LIBRARY
School District·EAST MEADOW
FLORAL PARK BELLEROSE SCHOOL DISTRICT
School District·FLORAL PARK
HICKSVILLE UF SCH DIST
School District·HICKSVILLE
NASSAU COMMUNITY COLLEGE
School District·GARDEN CITY
PENINSULA PUBLIC LIBRARY
School District·LAWRENCE
0000BRESLOVER AID SOCIETY INC
Nonprofit Organization·CEDARHURST
069 LONG ISLAND CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WESTBURY
100 MILES OFF-BROADWAY INC
Nonprofit Organization·long beach
1205 BUILDING CORPORATION
Nonprofit Organization·FARMINGDALE
1241 HEMPSTEAD AUX
Nonprofit Organization·Hempstead
138 BOULEVARD BUILDING CORP
Nonprofit Organization·FARMINGDALE
13 TUHI TUHI INC
Nonprofit Organization·BETHPAGE
1414 CENTRAL AVENUE HOUSING DEVELOPMENT FUND CORPORATION
Nonprofit Organization·GREAT NECK
160 MINEOLA BOULEVARD CORP
Nonprofit Organization·MINEOLA
1687 INC
Nonprofit Organization·Baldwin
1865 MUTUAL BENEVOLENT SOCIETY INC
Nonprofit Organization·LOCUST VALLEY
1ST MARINE DIVISION ASSOCIATION INC NEW YORK CHAPTER
Nonprofit Organization·East Meadow
1 WORKER 1 VOTE INC
Nonprofit Organization·POINT LOOKOUT
2001 FREDERICK & NANCY DEMATTEIS FAMILY
Nonprofit Organization·UNIONDALE
25 YEAR SERVICE CLUB OF NASSAU COUNTY DEPARTMENT OF PUBLIC WORKS
Nonprofit Organization·Westbury
261 FEARLESS CLUB OF NEW PALTZ INC
Nonprofit Organization·PORT WASHINGTON
28675957 TOASTMASTERS OF LITTLE NECK QUEENS
Nonprofit Organization·New Hyde Park
28676296 AGENTS OF CHANGE TOASTMASTERS CLUB
Nonprofit Organization·Valley Stream
2 EVOLVE INC
Nonprofit Organization·CEDARHURST
2LIVLIFE INC
Nonprofit Organization·MASSAPEQUA
343 FOUNDATION INC
Nonprofit Organization·E Atlantic Beach
3475 Third Ave Housing Development Fund
Nonprofit Organization·Great Neck
3481 ASSOCIATES INC
Nonprofit Organization·OCEANSIDE
3D CRAFTS & PHOTOGRAPHY INC
Nonprofit Organization·Jericho
3 Ds AFTERCARE INC
Nonprofit Organization·Baldwin
3 D S AFTERCARE INC
Nonprofit Organization·BALDWIN
3 TIMES AS MANY YVETTE ALLEN-CAMPBELL
Nonprofit Organization·VALLEY STREAM
420 WEST MERRICK ROAD LLC
Nonprofit Organization·VALLEY STREAM
42ND INFANTRY RAINBOW DIVISION ASSOCIATION INC
Nonprofit Organization·Valley Stream
4YOUANDME
Nonprofit Organization·GREAT NECK
5033 BETHPAGE CORPORATION
Nonprofit Organization·BETHPAGE
5033 REALTY CORPORATION
Nonprofit Organization·BETHPAGE
520CARES INC
Nonprofit Organization·Port Washington
580 GLEN COVE LODGE
Nonprofit Organization·OYSTER BAY
5983 CORPORATION
Nonprofit Organization·FARMINGDALE
5 TOWNS CIVIC ASSOCIATION INC
Nonprofit Organization·WOODMERE
5WAVES INC
Nonprofit Organization·Port Washington
613 TR
Nonprofit Organization·WOODMERE
6526 COLUMBUS CLUB INC
Nonprofit Organization·WANTAGH
6TH GRADE GRADUATES OF RWC
Nonprofit Organization·VALLEY STREAM
7 HEARTS MATERNITY RESCUE INC
Nonprofit Organization·LAKE VIEW
7TH DAY STUDIO INC
Nonprofit Organization·Great Neck
81 LONG ISLAND CHAPTER
Nonprofit Organization·Bayville
828 NAPOLEON FOUNDATION
Nonprofit Organization·Woodmere
88th Brigade Regimental Association
Nonprofit Organization·East Rockaway
8LASOATINC co BERNATH & ROSENBERG PC
Nonprofit Organization·CEDARHURST
9-11 CANDLELIGHT VIGIL COMMITTEE OF QUEENS INC
Nonprofit Organization·OYSTER BAY
911 SHS MEMORIAL FUND INC
Nonprofit Organization·SEAFORD
9 Hugs Foundation Inc
Nonprofit Organization·Merrick
9 Hugs Organization Inc
Nonprofit Organization·Merrick