Overview
Assets Under Management: $338 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 48
Average Client Assets: $4 million
Frequently Asked Questions
ELDRED ROCK PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316401), ELDRED ROCK PARTNERS, LLC is subject to fiduciary duty under federal law.
ELDRED ROCK PARTNERS, LLC is headquartered in SAN ANTONIO, TX.
ELDRED ROCK PARTNERS, LLC serves 48 high-net-worth clients according to their SEC filing dated October 22, 2024. View client details ↓
According to their SEC Form ADV, ELDRED ROCK PARTNERS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ELDRED ROCK PARTNERS, LLC manages $338 million in client assets according to their SEC filing dated October 22, 2024.
According to their SEC Form ADV, ELDRED ROCK PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.85
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 316401
Last Filing Date: 2024-10-22 00:00:00
Website: https://eldredrock.com