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Building 2ELDRED ROCK PARTNERS, LLC

Map pinSAN ANTONIO, TX
Phone726-208-0800
NotebookSEC #801-128420
Total AUM
$644.1M
Employees
10
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7330 SAN PEDRO AVE
SUITE 505
SAN ANTONIO
TX 78216
United States
Operating Hours
9-5
Monday - Friday
Phone
726-208-0800

ReceiptFinancials

Total AUM
$644.1M
Accounts
81
Discretionary
$644.1M
Accounts
81
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$2.6M
HNW Individual Clients
51
AUM
$245.3M
Pooled Vehicle Clients
1
AUM
$4.7M
Pension/Profit Sharing Plan Clients
1
AUM
$174.3M
Charitable Organization Clients
3
AUM
$24.2M
Government Entity Clients
1
AUM
$96.1M
Investment Advisor Clients
8
AUM
$79.6M
Corporation or Business Clients
3
AUM
$17.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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