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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) |
| Fees | |
| Minimum | |
| Phone | 404-480-8578 |
| Address | 1201 Peachtree Street NE Atlanta, GA 30361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911407 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Visa Inc | 17.6 | ||
| Applied Materials Inc /DE | 15.5 | ||
| Cisco Systems Inc | 15.3 | ||
| American Express Co | 15.1 | ||
| Thermo Fisher Scientific Inc | 14.4 | ||
| Autozone Inc | 13.7 | ||
| United Rentals Inc /DE | 13.2 | ||
| Amazon Com Inc | 13.1 | ||
| Quintiles Transnational Holdings Inc | 11.9 | ||
| CB Richard Ellis Group Inc | 10.2 | ||
| Berkley W R Corp | 10.0 | ||
| Cummins Inc | 10.0 | ||
| Johnson & Johnson | 9.8 | ||
| Stryker Corp | 9.6 | ||
| Take Two Interactive Software Inc | 9.3 | ||
| Amerisourcebergen Corp | 9.2 | ||
| Chevron Corp | 8.2 | ||
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| 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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|---|---|---|
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