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| Eagle Rock Investment Company LLC
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|---|---|
| CRD # | 313832 |
| SEC # | 801-121347 |
| CIK # | 0001911407 |
| AUM | $660.0 M (2025-02-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-480-8578 |
| Address | 1201 Peachtree Street NE Atlanta, GA 30361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 36.6 | ||
| Microsoft Corp | 24.4 | ||
| Facebook Inc | 23.6 | ||
| Alphabet Inc | 23.2 | ||
| J P Morgan Chase & Co | 18.0 | ||
| Ace Ltd | 16.4 | ||
| Apple Inc | 15.9 | ||
| American Express Co | 14.6 | ||
| Autozone Inc | 14.1 | ||
| VISA Inc | 14.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 7.6 |
| (b) Individuals (high net worth individuals) | 58 | 458.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 187.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 660.0 |
| By Discretionary | ||
| Discretionary | 165 | 649.9 |
| Non-Discretionary | 3 | 10.0 |
| Total | 168 | 660.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.0 | |
| Total | 168 | 660.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911407] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wembley Strategic Advisory LLC
✚
|
NY | 0.7 |
|
SKBA Capital Management LLC
✚
|
CA | 0.7 |
|
Rogan & Associates Inc
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|
FL | 0.7 |
|
Greenup Street Wealth Management LLC
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|
KS | 0.7 |
|
Augustine Asset Management Inc
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|
FL | 0.7 |
|
Walsh & Associates LLC
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|
FL | 0.7 |
|
Retireright LLC
✚
|
IA | 0.7 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.7 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.7 |
|
Excalibur Management Corp
✚
|
MA | 0.7 |