Rockingstone Advisors
Finance · New York, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
Rockingstone Ave, Larchmont, New York, 1...Phone Number
(212) 430-2240Website
www.rockingstoneadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Rockingstone Advisors
Rockingstone Advisors LLC is a boutique asset management firm that provides multi-asset investment strategies to individuals, families, and small institutions. Co-managed by Brandt Sakakeeny and Eric Katzman, CFA, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process. They emphasize fundamental research and analysis, offering sophisticated portfolio management that goes beyond traditional mutual funds. As an SEC-registered investment advisor, Rockingstone Advisors operates independently, providing unbiased, fee-based advice to their clients.Explore more
Rockingstone Advisors Org Chart
BS
Founder & Managing Partner & Co-Chief Investm...
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Rockingstone Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Rockingstone Advisors has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Rockingstone Advisors recently announced quarterly report
Product Launch: Get notified when Rockingstone Advisors launches new products
Funding: Get notified immidiatlly once Rockingstone Advisors has new funding data
Congratulate Masked Content for being promoted to Masked Content at Rockingstone Advisors
Click to see if Rockingstone Advisors had a recent Job posting/layoffs
Rockingstone Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Rockingstone Advisors is spiking on competitors!
Recommended Actions
Find VP level buyers at Rockingstone Advisors
Find 3 more new buyers
Compare Similar Companies to Rockingstone Advisors
Compare insights from companies similar to Rockingstone Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Rockingstone Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Rockingstone Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rockingstone Advisors.
Rockingstone Advisors Tech Stack
A closer look at the technologies used by Rockingstone Advisors
See more technologies
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Rockingstone Advisors
Sign Up For FreeTo access detailed company insights
Rockingstone Advisors LLC is a boutique asset management firm that provides multi-asset investment strategies to individuals, families, and small institutions. Co-managed by Brandt Sakakeeny and Eric Katzman, CFA, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process. They e... Read More
