Investment adviser · CRD 311778
ROOFSTOCK ADVISORS, LLC
Investment adviser filing (IA)
OAKLAND, CA, United States · Form ADV filed Jun 25, 2021
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2021. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
2001 BROADWAY, SUITE 400OAKLAND, CA, 94612, United States
CRD 311778
Filing source
Form ADV 1546060 · Jun 25, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.