Managing Member · Eldred Rock Partners, LLC
Stefan F. Grater
CRD 4558587 · Named on Form ADV at one SEC-registered adviser
At a glance
Eldred Rock Partners, LLC, an SEC-registered asset manager based in SAN Antonio, TX with $644 million in regulatory assets, lists Stefan F. Grater on its Form ADV as Managing Member, a control person.
Firms and roles
- Eldred Rock Partners, LLCManaging MemberAsset manager · SAN Antonio, TX · $644M in regulatory assets
AtlasMembers
Stefan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jonathan H. LewisMember, Eldred Rock Partners, LLC
- Wallace R. ScottMember, Eldred Rock Partners, LLC
- John W. DerrickChief Compliance Officer and Chief Operating Officer, Eldred Rock Partners, LLC
- Evan W. SmithMember, Eldred Rock Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stefan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.