Eagle Rock Investment Company, LLC
● SEC registered since 2021CRD 313832SEC# 801-121347Atlanta, GA
Reg. AUM
$786.7M
Employees
4
Accounts
174
Location
Atlanta, GA
Eagle Rock Investment Company, LLC assets under management
Eagle Rock Investment Company, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2021. It reports $786.7 million in regulatory assets under management and employs 4 people.
Eagle Rock Investment Company, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blue Ocean Business Ventures, Inc. | Member | 10-25% | 2021 |
| Cornerstone Investment Partners, LLC | Member | 10-25% | 2021 |
| Jackson Summit Holdings, LLC Control | Managing Member | 50-75% | 2021 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Eagle Rock Investment Company, LLC manage?
Eagle Rock Investment Company, LLC reports $786.7 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Rock Investment Company, LLC have?
Eagle Rock Investment Company, LLC reports 4 employees.
Where is Eagle Rock Investment Company, LLC located?
Eagle Rock Investment Company, LLC is based in Atlanta, GA and has been SEC-registered since 2021.
Does Eagle Rock Investment Company, LLC disclose fund performance?
Eagle Rock Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1201 Peachtree Street NE, Ste 200, Atlanta, GA 30361 |
| Phone | (404) 480-8578 |
| Fax | (404) 445-4452 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1911407 |
| Discloses disciplinary history | No |
Regulatory AUM
$786.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$786.7Mregulatory AUM
Discretionary $777.5MNon-discretionary $9.3M