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INDIE ASSET PARTNERS, LLC
CRD 154503File 801-71728
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.