This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
About Eldred Rock Partners, LLC
Eldred Rock Partners is an owner-managed asset manager running active equity strategies rooted in disciplined, long-term value investing. The team applies a business-owner mindset and a capital-cycle, supply-focused process with an emphasis on margin of safety and downside protection. Portfolios are concentrated, low-turnover, and designed to compound tax efficiently for individuals/foundations, advisors/family offices, and institutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEFAN FRIEDERICH GRATER
Advisor, Managing Member
- CRD
- #4558587
- Ownership
- 50% but less than 75%
WALLACE RYAN SCOTT
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $644,081,451 | $7,951,623 |
| Non-Discretionary | $0 | -- |
| Total | $644,081,451 | $7,951,623 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing