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| Indie Asset Partners LLC
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| CRD # | 154503 |
| SEC # | 801-71728 |
| CIK # | 0001802244 |
| AUM | 685.2 M (2026-03-19) |
| Employees | 9 (33% 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) | |
|---|---|---|---|
| Lilly Eli & Co | 8.5 | ||
| Apple Inc | 7.0 | ||
| Microsoft Corp | 3.0 | ||
| Nvidia Corp | 2.3 | ||
| Amazon Com Inc | 1.4 | ||
| DNP Select Income Fund Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Chevron Corp | 1.1 | ||
| SPDR Gold Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Indie Diversified Income Fund II LLC | [2023-03-31] | 21.8 M | 30.9 M |
| Offered $30,000,000 · Filed 2024-08-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $8,200,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Indie Diversified Absolute Return Fund LLC | [2018-12-18] | 42.8 M | 0.2 M |
| Filed 2022-10-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Indie Diversified Income Fund | [2018-12-18] | 26.5 M | 11.0 M |
| Filed 2021-01-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | New Ventures as Solutions LLC | [2018-12-18] | 10.7 M | 10.5 M |
| Offered $15,000,000 · Filed 2019-01-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $4,338,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | Indie Diversified Asset Fund LP | [2012-03-30] | 41.0 M | 0.7 M |
| Filed 2022-10-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 53.0 |
| (b) Individuals (high net worth individuals) | 147 | 500.7 |
| (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 | 6 | 117.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 4 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 764 | 685.2 |
| By Discretionary | ||
| Discretionary | 756 | 632.3 |
| Non-Discretionary | 8 | 52.9 |
| Total | 764 | 685.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 685.2 | |
| Total | 764 | 685.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jay Brammer | Director, Executive Officer | 10 | 2 | |
| Grady Gaynor | Director, Executive Officer | 4 | 1 | |
| Kevin Alerding | Director, Executive Officer | 3 | 1 | |
| Partners LLC Indie Diversified | Director, Executive Officer | 2 | 1 | |
| Indie Diversified Partners | Executive Officer | 1 | 1 | |
| New Ventures as Manager LLC | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802244] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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