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| Edgerock Capital LLC
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|---|---|
| CRD # | 312325 |
| SEC # | 801-121314 |
| CIK # | 0001908378 |
| AUM | 578.9 M (2026-06-24) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 303-780-7350 |
| Address | 7001 East Belleview Ave Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.4 | ||
| Nvidia Corp | 6.9 | ||
| Microsoft Corp | 4.3 | ||
| Alphabet Inc | 3.6 | ||
| Amazon Com Inc | 3.4 | ||
| Lockheed Martin Corp | 2.9 | ||
| Broadcom Inc | 1.9 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Facebook Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 163.2 |
| (b) Individuals (high net worth individuals) | 156 | 399.5 |
| (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 | 0 | 0.0 |
| (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 | 11 | 16.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,559 | 578.9 |
| By Discretionary | ||
| Discretionary | 1,559 | 578.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,559 | 578.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 578.9 | |
| Total | 1,559 | 578.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908378] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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