SHINING ROCK ADVISORS LLC

Overview

Shining Rock Advisors LLC is a small, owner-operated SEC-registered RIA focused on discretionary portfolio management for individuals and small businesses. Organized as a limited liability company and registered in 2022, the firm charges clients on a percentage-of-AUM basis and serves a mix of high-net-worth individuals, families and a limited number of institutional relationships. The adviser reports an emphasis on liquid, exchange-traded instruments and pooled mutual funds as the primary building blocks of client portfolios. Shining Rock is not identified as an active ESG investor and is not operating as a multi-state adviser or pension consultant. The firm’s structure and reported asset mix suggest a hands-on, customized approach to account management. A heavy use of separately managed account (SMA) assets and a high average client size indicate portfolio-level customization and direct security ownership are part of the investment program, with the adviser retaining discretionary authority over most client assets.

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Location & Offices