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| Eagle Rock Investment Company LLC
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|---|---|
| CRD # | 313832 |
| SEC # | 801-121347 |
| CIK # | 0001911407 |
| AUM | 786.7 M (2026-02-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 404-480-8578 |
| Address | 1201 Peachtree Street NE Atlanta, GA 30361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 43.8 | ||
| Broadcom Inc | 40.5 | ||
| KLA Tencor Corp | 39.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 28.9 | ||
| Micron Technology Inc | 24.5 | ||
| Apple Inc | 22.8 | ||
| J P Morgan Chase & Co | 22.0 | ||
| Facebook Inc | 19.4 | ||
| Microsoft Corp | 19.4 | ||
| Ace Ltd | 18.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 8.1 |
| (b) Individuals (high net worth individuals) | 63 | 549.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 221.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 786.7 |
| By Discretionary | ||
| Discretionary | 169 | 777.5 |
| Non-Discretionary | 5 | 9.3 |
| Total | 174 | 786.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 786.7 | |
| Total | 174 | 786.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911407] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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