SEC-Registered Investment Adviser
Indie Asset Partners, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 19, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- August 16, 2010
- Principal office
- 10 East Main Street, Suite 220, Carmel, IN 46032
- Organized as
- Limited Liability Company, IN
- Fiscal year end
- December
Scale
- Regulatory AUM
- $685.2M
- Discretionary / non-discretionary
- $632.3M / $52.9M
- Accounts
- 764
- Clients
- 4
- Employees
- 9, 3 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $52.5M
- Fund types
- 2 hedge funds, 1 private equity funds
- Funds with Form D records
- 3 issuers in AltStreet's ledger, $59.0M reported sold across them
- Client assets in custody
- $124.1M (13 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (155); high net worth individuals (147); pooled investment vehicles (6); charitable organizations (1); corporations or other businesses (4)
- Related persons include
- another investment adviser, a lawyer or law firm and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 19, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
3 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from July 16, 2018 to August 28, 2024. Reported sold across them: $59.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2022 | 1 | $21.8M | 47 |
| 2019 | 1 | $10.7M | 65 |
| 2018 | 1 | $26.5M | 27 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.