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BLUEROCK FUND ADVISOR, LLC

NEW YORK, NY · CRD 165015 · IAPD ↗ · 212-843-1601

$3.46BRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — BLUEROCK FUND ADVISOR, LLC shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — BLUEROCK FUND ADVISOR, LLC grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.