Shelter Rock Capital Group LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
9
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 and has been SEC-registered since 2011. FINTRX classifies the firm as "Unclassified" and identifies its ownership as a mix of domestic entity and individual ownership. The profile shows a limited public footprint: the firm is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and it is not listed as a related adviser. Key operational fields that typically describe client types, fee structures, advisory activities and investment preferences are not populated in the source record. That constrained disclosure makes it difficult to profile the firm's target clients or its day-to-day advisory model from FINTRX alone.

Assets & Accounts

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 9
  • Thomas Decoene

    Thomas Decoene

    Senior DirectorCRD 2651023

  • Thomas Mullarkey

    Thomas Mullarkey

    Founder and Financial PlannerCRD 2394342

  • Carol Ferrotta

    FinOpCRD 2656465

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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