RIA Intel›Advisers›Texas›ELDRED ROCK PARTNERS, LLC

ELDRED ROCK PARTNERS, LLC

Advisory

N·SAN ANTONIO, TX

Data as of May 26, 2026 · Source: SEC Form ADV

Total AUM
$644M
1-Year AUM Growth
+44.3%
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$644M
Discretionary AUM$644M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients68
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record11
First FilingAug 23, 2021
Latest FilingMay 26, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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