Investment Advisors & Family Offices
Concentrated value investing in understandable businesses that resonate with successful individuals and families via tax-efficient separately managed accounts.
Elevate Your Offering
Our goal at Eldred Rock Partners is to help you deliver long-term value.
Set yourself apart by discovering strategies peers are not offering- that make sense to and resonate with your clients.
Differentiated Solutions
Executing our founder-oriented strategy of investing in exceptional companies through checklist discipline
Reliable Performance
Proven risk-adjusted returns with rolling 3-yr and 5-yr benchmark beating performance
Understandable Philosophy
We invest in high quality businesses similar to those founded, owned and operated by your clients
Value that exceeds cost.
Institutional asset management, offered to all for a flat management fee
DIRECT SMA
via Sub-Advisory Agreement for:
0.35%
Direct custody relationships as of Q2 2025:
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Charles Schwab & Co.
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JP Morgan
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State Street
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Pershing
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U.S. Bank
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Frost Bank
MODEL DELIVERY
via Model Provider Agreement for:
0.25%
Our growing list of platforms partners includes:
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Envestnet
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Adhesion Wealth
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Vestmark
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BNY Mellon | Pershing