Altar Rock

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $158.7M regulatory AUM

Altar Rock is an investment adviser that files Form ADV with the SEC in New York, NY, with 3 registered advisors, reporting $158.7M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-09-11 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$158.7MLowTop 81%
  • Clients per advisor9LowTop 89%
  • Average AUM per client$5.9MModerateTop 44%
  • High-net-worth share of clients85.2%Very highTop 4.8%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-09-11. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2025-11-18
SEC file number
801-134664
Form version
10/2021
Latest Form ADV filing
2026-09-11
Address
407 East 70th Street, 5th Floor, New York, NY 10021, United States
Phone
(917) 226-0565
Website
https://altarrockwealth.com/

Size

People and clients

Items 5.A through 5.D.

Employees
7
Registered advisors
3
Offices
3
Clients
27
Clients per advisor
9
High-net-worth share of clients
85.2%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$158,692,083
Discretionary AUM
$158,692,083
Non-discretionary AUM
$0
Total accounts
111
Average AUM per client
$5,877,485

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals23 clients
    $154.2M
  • Individuals (non-HNW)3 clients
    $2.5M
  • Insurance companies1 client
    $2M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients; Selection of Other Advisers; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Other business activities
Active Business: Registered Representative of a Broker-Deale; Active Business: Insurance Broker or Agent; Active Business: Other Financial Product Salesperson; Engaged in Other Business; Sells Non-Advisory Products or Services

Source: SEC Form ADV filed by CRD 326868. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
New York, NYNew YorkNY3
Bedford, MABedfordMA1
Cohasset, MACohassetMA1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.