INDIE ASSET PARTNERS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$685M

Discretionary

$632M

92% of AUM

Avg account

$897K

Accounts

764

Employees

Advisory reps

Firm details

Headquarters: CARMEL, Indiana
CRD number: 154503
Registered since: August 16, 2010
Website: indieasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI73.08%
Pooled Investment Vehicles17.11%
Individuals7.73%
Corporations / Businesses2.04%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Indie Asset Partners, LLC is an independent registered investment adviser formed in 2010 and structured as an LLC with individual ownership. The firm positions itself as a capital allocator serving both individual & family and institutional clients. Its advisory menu includes financial planning, discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, fixed fees and performance-based fees. The firm does not identify as an active ESG investor. Indie Asset Partners also wears sponsor/GP and managing-member roles for pooled vehicles and lists affiliations that span other investment advisers and a law firm. That mix of operating roles and third-party manager selection suggests a hybrid model: building proprietary pooled vehicles while allocating to external managers where appropriate.