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Eldred Rock Partners, LLC

● SEC registered since 2023CRD 316401SEC# 801-128420San Antonio, TX
Export (members)
Ranks #3,620 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$487.6M
Fund GAV
$45.6M
Private funds
1
Employees
9
Accounts
167
Location
San Antonio, TX

Eldred Rock Partners, LLC assets under management

Eldred Rock Partners, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2023. It reports $487.6 million in regulatory assets under management and employs 9 people. Eldred Rock Partners, LLC manages 1 private fund with combined gross assets of $45.6 million, including Eldred Rock Beacon Fund, LP. By regulatory assets, it ranks 3,620 of 5,911 private fund managers.

Eldred Rock Partners, LLC private funds

1 funds · $45.6M GAV
FundTypeGross assetsMin.
Eldred Rock Beacon Fund, LPHedge$45.6M$5M

Eldred Rock Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
John William Derrick ControlChief Compliance Officer And Chief Operating Officer5-10%2023
Jonathan Heaston Lewis ControlMember25-50%2021
Stefan Friederich Grater ControlManaging Member50-75%2021
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Frequently asked questions

How much does Eldred Rock Partners, LLC manage?

Eldred Rock Partners, LLC reports $487.6 million in regulatory assets under management on its Form ADV.

How many private funds does Eldred Rock Partners, LLC manage?

Eldred Rock Partners, LLC manages 1 private funds with combined gross assets of $45.6 million.

How many employees does Eldred Rock Partners, LLC have?

Eldred Rock Partners, LLC reports 9 employees.

Where is Eldred Rock Partners, LLC located?

Eldred Rock Partners, LLC is based in San Antonio, TX and has been SEC-registered since 2023.

Does Eldred Rock Partners, LLC disclose fund performance?

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

Contact & registration

Address7330 San Pedro Ave, Suite 505, San Antonio, TX 78216
Phone726-208-0800
Office hours5-Sep
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$487.6M
Non-discretionary$0
Total (RAUM)$487.6M