RIA IntelAdvisersNew JerseyINDIAN HEAD PARTNERS LLC

INDIAN HEAD PARTNERS LLC

Advisory

NJ

Data as of May 19, 2026 · Source: SEC Form ADV

Average account
$227K
across 12 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

EDGEWATER MANAGEMENT PARTNERS LLC
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$3M
NEWSTEAD CAPITAL MANAGEMENT LLC
$3M
WRIGHT INVESTMENT PARTNERS LLC
COLONIA, NJ
$3M
LEPORE FINANCIAL SERVICES LLC
MANASQUAN, NJ
$3M

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