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Partner and Co-Chief Investment Officer · Rockingstone Advisors

Eric R. Katzman

CRD 2300355 · Named on Form ADV at one SEC-registered adviser

At a glance

Rockingstone Advisors, an SEC-registered wealth manager based in Great Barrington, MA with $280 million in regulatory assets, lists Eric R. Katzman on its Form ADV as Partner and Co-Chief Investment Officer, a control person.

Firms and roles

  • Rockingstone AdvisorsPartner and Co-Chief Investment OfficerWealth manager · Great Barrington, MA · $280M in regulatory assets

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.