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Eldred Rock Partners, LLC

● SEC registered since 2023CRD 316401SEC# 801-128420San Antonio, TX
Export (members)
Ranks #3,552 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$644.1M
Fund GAV
$4.7M
Private funds
1
Employees
10
Accounts
81
Location
San Antonio, TX

Eldred Rock Partners, LLC assets under management

Eldred Rock Partners, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2023. It reports $644.1 million in regulatory assets under management and employs 10 people. Eldred Rock Partners, LLC manages 1 private fund with combined gross assets of $4.7 million, including Eldred Rock Keepers Fund, LP - Class 1. By regulatory assets, it ranks 3,552 of 6,004 private fund managers.

Eldred Rock Partners, LLC private funds

1 funds · $4.7M GAV
FundTypeGross assetsMin.
Eldred Rock Keepers Fund, LP - Class 1Private Equity$4.7M

Eldred Rock Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Evan Walker SmithMember5-10%2025
John William Derrick ControlChief Compliance Officer And Chief Operating Officer5-10%2023
Jonathan Heaston Lewis ControlMember10-25%2021
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Frequently asked questions

How much does Eldred Rock Partners, LLC manage?

Eldred Rock Partners, LLC reports $644.1 million in regulatory assets under management on its Form ADV.

How many private funds does Eldred Rock Partners, LLC manage?

Eldred Rock Partners, LLC manages 1 private funds with combined gross assets of $4.7 million.

How many employees does Eldred Rock Partners, LLC have?

Eldred Rock Partners, LLC reports 10 employees.

Where is Eldred Rock Partners, LLC located?

Eldred Rock Partners, LLC is based in San Antonio, TX and has been SEC-registered since 2023.

Does Eldred Rock Partners, LLC disclose fund performance?

Eldred Rock Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7330 San Pedro Ave, Suite 505, San Antonio, TX 78216
Phone726-208-0800
Office hours9-5
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$644.1M▲ 32%
Mar '25 — $487.6MApr '25 — $487.6MMay '25 — $487.6MJun '25 — $487.6MJul '25 — $487.6MAug '25 — $487.6MSep '25 — $487.6MOct '25 — $487.6MNov '25 — $487.6MDec '25 — $487.6MJan '26 — $487.6MFeb '26 — $487.6MMar '26 — $644.1MApr '26 — $644.1MMay '26 — $644.1MJun '26 — $644.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$644.1Mregulatory AUM
Discretionary $644.1M

Service providers