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| Happy Holidays!! thanks for using AUM13F!! |
| Indie Asset Partners LLC
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| CRD # | 154503 |
| SEC # | 801-71728 |
| CIK # | 0001802244 |
| AUM | $722.7 M (2025-05-28) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 317-428-6600 |
| Address | 10 East Main Street Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Microsoft Corp | 4.0 | ||
| Nvidia Corp | 2.5 | ||
| Amazon Com Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Lilly Eli & Co | 1.0 | ||
| SPDR Gold Trust | 0.9 | ||
| Facebook Inc | 0.7 | ||
| New Atlas HoldCo Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Indie Diversified Income Fund II LLC | [2023-03-31] | 21.8 | 23.9 |
| HF | Indie Diversified Absolute Return Fund LLC | [2018-12-18] | 42.8 | 0.2 |
| HF | Indie Diversified Income Fund | [2018-12-18] | 26.5 | 16.5 |
| PE | New Ventures as Solutions LLC | [2018-12-18] | 10.7 | 10.6 |
| HF | Indie Diversified Asset Fund LP | [2012-03-30] | 41.0 | 0.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 63.4 |
| (b) Individuals (high net worth individuals) | 158 | 540.6 |
| (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 | 8 | 111.9 |
| (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 | 4 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 948 | 722.7 |
| By Discretionary | ||
| Discretionary | 940 | 668.9 |
| Non-Discretionary | 8 | 53.8 |
| Total | 948 | 722.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.7 | |
| Total | 948 | 722.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jay Brammer | 10 | ||
| Grady Gaynor | 4 | ||
| Kevin Alerding | 3 | ||
| Partners LLC Indie Diversified | 2 | ||
| Indie Diversified Partners | 1 | ||
| New Ventures as Manager LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802244] |
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