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ELDRED ROCK PARTNERS, LLC
CRD 316401File 801-128420
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$644.1M
Above cohort median (national)
Discretionary AUM
$644.1M
Clients
80
81 accounts
Employees
10
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 27, 2023
- Principal office
- 7330 SAN PEDRO AVE, SUITE 505, SAN ANTONIO, TX, 78216
- Phone
- 726-208-0800
- Website
- https://www.eldredrock.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $644.1M
- Discretionary AUM
- $644.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 81
- Non-discretionary accounts
- 0
- Total accounts
- 81
- AUM per client
- $8.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $17.3M |
| Charitable organizations | 3 | $24.2M |
| Other investment advisers | 8 | $79.6M |
| High net worth individuals | 51 | $245.3M |
| Pooled investment vehicles | 1 | $4.7M |
| Pension and profit sharing plans | 1 | $174.3M |
| State or municipal government entities | 1 | $96.1M |
| Individuals (other than high net worth individuals) | 12 | $2.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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.