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ELDRED ROCK PARTNERS, LLC
CRD 316401 · SEC 801-128420
7330 SAN PEDRO AVE, SUITE 505, SAN ANTONIO, TX, 78216, United States
Phone
726-208-0800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$644.1M
Discretionary AUM
$644.1M
Team
10 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.6M |
| High net worth individuals | 51 | $245.3M |
| Pooled investment vehicles | 1 | $4.7M |
| Pension/profit sharing plans | 1 | $174.3M |
| Charitable organizations | 3 | $24.2M |
| State/municipal entities | 1 | $96.1M |
| Other investment advisers | 8 | $79.6M |
| Corporations/business entities | 3 | $17.3M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD