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INDIE ASSET PARTNERS, LLC
CRD 154503File 801-71728
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$685.2M
Above cohort median (national)
Discretionary AUM
$632.3M
Non-discretionary $52.9M
Clients
313
764 accounts
Employees
9
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 16, 2010
- Principal office
- 10 EAST MAIN STREET, SUITE 220, CARMEL, IN, 46032
- Phone
- 317-428-6600
- Website
- HTTP://WWW.INDIEASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $685.2M
- Discretionary AUM
- $632.3M
- Non-discretionary AUM
- $52.9M
- Discretionary accounts
- 756
- Non-discretionary accounts
- 8
- Total accounts
- 764
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $14.0M |
| Charitable organizations | 1 | $302K |
| High net worth individuals | 147 | $500.7M |
| Pooled investment vehicles | 6 | $117.2M |
| Individuals (other than high net worth individuals) | 155 | $53.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 360 | 313 | decreased by47 |
| Apr 1, 2026 | AUM | $722,689,974 | $685,212,417 | decreased by$37,477,557 |
| Apr 1, 2026 | Accounts | 948 | 764 | decreased by184 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 9 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 339 | 360 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $702,733,034 | $722,689,974 | increased by$19,956,940 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 747 | 948 | increased by201 |
| May 1, 2022 | AUM | $700,542,380 | $702,733,034 | increased by$2,190,654 |
| Apr 1, 2022 | Clients | 306 | 339 | increased by33 |
| Apr 1, 2022 | AUM | $655,042,320 | $700,542,380 | increased by$45,500,060 |
| Apr 1, 2022 | Accounts | 753 | 747 | decreased by6 |
| Jul 1, 2021 | AUM | $648,324,316 | $655,042,320 | increased by$6,718,004 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INDIE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDIE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.