LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.

Overview

Lime Rock Investment Management Company, Inc. is a small, privately owned corporate RIA that manages portfolios for individuals and families, with a focus on bespoke portfolio management for individuals and small businesses. The firm operates under a percentage-of-AUM fee model and lists CPO/CTA activity among its business lines, but its day-to-day advisory work centers on discretionary portfolio management. Investment positioning leans toward liquid public securities with a stated preference for fixed-income exposure, while also incorporating third‑party alternatives and mutual funds to round out client allocations. Lime Rock does not present itself as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices