Old Rock Asset Management LLC

Overview

Old Rock Asset Management LLC is a small, privately owned advisory firm focused on discretionary portfolio management for individuals, families and institutional clients. Founded and SEC-registered in 2015 as an LLC, the firm bills on a percentage-of-assets basis and also uses hourly charges for certain engagements. Investment activity centers on equities as the primary allocation tool, with exchange‑traded equities forming the core of client portfolios. The adviser does not identify as an active ESG investor and provides both discretionary and non‑discretionary portfolio services for individuals/small businesses and for businesses or institutions. Portfolio approach emphasizes liquid, tradable securities—primarily ETFs and individual listed equities—supplemented by allocations to third‑party alternative managers for real assets and commodity exposure. With a small client base and a concentrated asset pool, Old Rock runs customized accounts that appear designed to combine hands‑on equity management with targeted alternative allocations for diversification and inflation protection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices