INDIE ASSET PARTNERS, LLC

CRD 154503 · SEC 801-71728

Visit website

10 EAST MAIN STREET, SUITE 220, CARMEL, IN, 46032, United States

Phone

317-428-6600

Fax

317-428-6605

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$685.2M

Discretionary AUM

$632.3M

Team

9 total employees; 3 advisory reps; 4 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES

Client types

Type	Clients	AUM
Individuals	155	$53.0M
High net worth individuals	147	$500.7M
Pooled investment vehicles	6	$117.2M
Charitable organizations	1	$302K
Corporations/business entities	4	$14.0M

States served

CA, CO, GA, IL, IN, KY, OH, TX, NH, FL

All web addresses on file

HTTPS://WWW.INSTAGRAM.COM/INDIEASSET/?HL=EN
HTTPS://TWITTER.COM/INDIEASSETPTRS
HTTP://WWW.INDIEASSET.COM
HTTPS://WWW.FACEBOOK.COM/INDIEASSET/
HTTPS://WWW.LINKEDIN.COM/COMPANY/1316624/

Official SEC filing: View on IAPD