Eldred ROCK Partners, LLC
SEC RegisteredWe own outstanding companies for the long term
About the firm
Eldred Rock is an institutional asset management firm offering active equity investment strategies with downside protection and attractive risk adjusted returns in a client centered culture committed to integrity and responsible stewardship. The firm is 100% owner-managed with 20+ years of experience and $2.4B in strategy assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Eldred Rock offers three investment management strategies built upon the same core investment philosophy and process: U.S. Value, International Value, and Private Capital.
Who they serve
Individuals & Foundations, Advisors & Family Offices, and Institutional Investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $2.6M |
| High Net Worth Individuals | 51 | $245M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $4.7M |
| Charitable Organizations | 1 | $174M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 8 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eldred ROCK Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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