Shelter Rock Capital Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156753
Registered since
October 12, 2011

Firm profile

FINTRX

Overview

Shelter Rock Capital Group LLC is organized as a limited liability company with an ownership structure that involves both a domestic entity and an individual. Within the dataset it is classified as "unclassified" and does not identify itself as a capital allocator or an active ESG investor. The firm is recorded as neither a multi-state adviser nor a newly formed adviser; it also does not list itself as a pension consultant or a related adviser. Available records provide very limited detail about the firm's operations. The firm has not disclosed its client segments, fee schedule, specific advisory activities, or business lines in the source material, and there is no information on personnel, investment approach, or product offerings. The dataset shows no reported client counts or asset figures for Shelter Rock Capital Group LLC. That absence of AUM and client detail in the public record makes it difficult to assess scale, typical client profiles, or the depth of investment capabilities from these sources alone.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Thomas Mullarkey

    Thomas Mullarkey

    Founder and Financial PlannerCRD 2394342

  • Thomas Decoene

    Thomas Decoene

    Senior DirectorCRD 2651023

  • Carol Ferrotta

    FinOpCRD 2656465

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth