Rockpoint
Boston, MA·SEC-registered · CRD #156630
Rockpoint is an SEC-registered investment advisory firm in Boston, MA managing $13B across 39 client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
39
Advisory staff
40
Fee model
Fee-only
How Rockpoint is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Rockpoint
How much does Rockpoint manage?
Per its most recent SEC Form ADV filing (03/31/2026), Rockpoint reports $13B in regulatory assets under management across roughly 39 client accounts.
How does Rockpoint charge?
Rockpoint is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rockpoint a fiduciary?
Yes. Rockpoint is registered with the U.S. Securities and Exchange Commission (CRD #156630), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rockpoint taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rockpoint and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Rockpoint's public SEC Form ADV filing (CRD #156630, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rockpoint. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rockpoint? Claim this profile.