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
755 East Mulberry Avenue, Suite 105, San Antonio, TX 78212
https://www.linkedin.com/company/eldred-rock-partners-llc/
By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Eldred Rock Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stefan Grater, financial advisor San Antonio TX
Stefan F. Grater
CRD#: 4558587
755 East Mulberry Avenue, Suite 105, San Antonio, TX 78212

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, financial advisor San Antonio TX
Jonathan H. Lewis
CRD#: 6731979
755 East Mulberry Avenue, Suite 105, San Antonio, TX 78212

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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