The INDIE ASSET PARTNERS, LLC is a privately held investment adviser that advises $685.21mn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. INDIE ASSET PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 4.61% over the last 5-years.
The Group has been registered with the SEC for 15.97 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10 EAST MAIN STREET SUITE 220, CARMEL, INDIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 3 investment and 6 non-investment staff. The total number of Employees decreased by 30.77% over the last 5-years.
Their $685.21mn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $500.74mn or 73.08% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $117.22mn or 17.11% of Total Assets.
The Group's top investment strategies include Fund of Funds and Multi Strat, representing 100% and 0% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
INDIE ASSET PARTNERS, LLC names 1 sub-adviser VANTAGE CONSULTING GROUP INC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 3 funds.