The ELDRED ROCK PARTNERS is a privately held investment adviser that advises $644.08mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ELDRED ROCK PARTNERS 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 213.06% over the last 3-years.
The Group has been registered with the SEC for 4.85 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7330 SAN PEDRO AVE SUITE 505, SAN ANTONIO, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 10 employees comprised of 6 investment and 4 non-investment staff. The total number of Employees increased by 233.33% over the last 4-years.
Their $644.08mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $245.29mn or 38.08% of Total Assets and Pension and Profit Sharing Plans-Private own $174.29mn or 27.06% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $4.75mn in assets.
The Group discloses management fees and performance-based fees.
ELDRED ROCK PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.