Eldred Rock Partners, LLC
Eldred Rock Partners, LLC is an SEC-registered wealth manager in San Antonio, TX with $644.1M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Eldred Rock Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316401, SEC 801-128420, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $644.1M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- San Antonio, TX
- Employees
- 10
- Clients
- 72
- CRD
- 316401
- Ownership
- SCOTT, WALLACE, RYAN; GRATER, STEFAN, FRIEDERICH; Lewis, Jonathan, Heaston; DERRICK, JOHN, WILLIAM; SMITH, EVAN, WALKER
How much AUM does Eldred Rock Partners, LLC have?
Eldred Rock Partners, LLC reported $644.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Eldred Rock Partners, LLC?
Disclosed owners and executives of Eldred Rock Partners, LLC include SCOTT, WALLACE, RYAN, GRATER, STEFAN, FRIEDERICH, Lewis, Jonathan, Heaston, DERRICK, JOHN, WILLIAM, SMITH, EVAN, WALKER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.