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Eagle Rock Investment Company, LLC

● SEC registered since 2021CRD 313832SEC# 801-121347Atlanta, GA
Export (members)
Reg. AUM
$660M
Employees
3
Accounts
168
Location
Atlanta, GA

Eagle Rock Investment Company, LLC assets under management

Eagle Rock Investment Company, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2021. It reports $660 million in regulatory assets under management and employs 3 people.

Eagle Rock Investment Company, LLC owners & executives

7 reported
NameTitleOwnershipSince
Blue Ocean Business Ventures, Inc.Member10-25%2021
Cornerstone Investment Partners, LLCMember10-25%2021
Jackson Summit Holdings, LLC ControlManaging Member50-75%2021
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Frequently asked questions

How much does Eagle Rock Investment Company, LLC manage?

Eagle Rock Investment Company, LLC reports $660 million in regulatory assets under management on its Form ADV.

How many employees does Eagle Rock Investment Company, LLC have?

Eagle Rock Investment Company, LLC reports 3 employees.

Where is Eagle Rock Investment Company, LLC located?

Eagle Rock Investment Company, LLC is based in Atlanta, GA and has been SEC-registered since 2021.

Does Eagle Rock Investment Company, LLC disclose fund performance?

Eagle Rock Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1201 Peachtree Street NE, Ste 200, Atlanta, GA 30361
Phone(404) 480-8578
Fax(404) 445-4452
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
CIK1911407
Discloses disciplinary historyNo

Assets under management

Discretionary$649.9M
Non-discretionary$10M
Total (RAUM)$660M