Rock Point Advisors is an investment advisor in Burlington with $460.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201192730
SEC advisor number
801-62923
FINRA CRD number
130825
AUM ?
$527.28 mm
(as of 20 Mar 24)
Accounts
483
(as of 20 Mar 24)
Employees
9
(5 investment advisory or research)
Address
Rock Point Advisors
77 COLLEGE STREET
BURLINGTON
VT 05401
77 COLLEGE STREET
BURLINGTON
VT 05401
Phone
802-864-2266
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21