BLUEROCK FUND ADVISOR, LLC

NEW YORK, New York·3 registered advisors·CRD# 165015
SEC# 801-770490212-843-1601
01

Firm Overview

AUM
$5.4B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at BLUEROCK FUND ADVISOR, LLC

3 registered advisors
Adam Jason Lotterman
NEW YORK, New York
Jerold Novack
NEW YORK, New York
Kevin Dillon Boyle
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. BLUEROCK FUND ADVISOR, LLC (CRD# 165015) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.