Eldred Rock Partners, LLC
Eldred Rock Partners, LLC (CRD# 316401) is a financial advisory firm headquartered in San Antonio, TX. They manage $337,918,741 in 121 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management338MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$2,792,717
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Eldred Rock Partners, LLC
1
Stefan Grater (CRD# 4558587) is an Investment Advisor Representative working at Eldred Rock Partners, LLC in San Antonio, TX and has over 22 years of experience in the finance industry.
2
Jonathan Lewis (CRD# 6731979) is an Investment Advisor Representative working at Eldred Rock Partners, LLC in San Antonio, TX and has over 6 years of experience in the finance industry.
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