Goldrock Asset Management, L.P. is a large advisory firm based in New York. It manages $44 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and New York.
Goldrock Asset Management provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Goldrock Asset Management, L.P. is $44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Goldrock Asset Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Steven Ostroff has been acting as President since 1 Mar 2007. Stephen M Merkel joined the executive team most recently as the Executive Managing Director, General Counsel And Secretary.
The principal office where Goldrock Asset Management, L.P. performs its advisory services is located at 499 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-294-7900 or by fax 212-294-7950. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.