EAGLE ROCK INVESTMENT COMPANY, LLC
CRD #313832 SEC #801-121347 ATLANTA, GA (404) 480-8578
SEC Registered
Total AUM
$660M
Discretionary
$649.9M
Employees
3
Clients
1
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $660M | $649.9M | $10M | 3 | 0 |
| Aug 2025 | $660M | $649.9M | $10M | 3 | 0 |
| Aug 2025 | $660M | $649.9M | $10M | 3 | 0 |
| Feb 2025 | $660M | $649.9M | $10M | 3 | 0 |
| Jan 2024 | $527.8M | $517.4M | $10.4M | 3 | 0 |
| Oct 2023 | $468.2M | $460M | $8.3M | 3 | 0 |
| Feb 2023 | $468.2M | $460M | $8.3M | 3 | 0 |
| Sep 2022 | $515.9M | $515.9M | $0 | 3 | 0 |
| Jul 2022 | $515.9M | $515.9M | $0 | 3 | 0 |
| Mar 2022 | $515.9M | $515.9M | $0 | 3 | 0 |
| Jan 2022 | $187M | $187M | $0 | 3 | 0 |
| Oct 2021 | $187M | $187M | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$660M
Discretionary$649.9M
Non-Disc.$10M
Employees3
Clients0
DateAug 2025
Total AUM$660M
Discretionary$649.9M
Non-Disc.$10M
Employees3
Clients0
DateAug 2025
Total AUM$660M
Discretionary$649.9M
Non-Disc.$10M
Employees3
Clients0
DateFeb 2025
Total AUM$660M
Discretionary$649.9M
Non-Disc.$10M
Employees3
Clients0
DateJan 2024
Total AUM$527.8M
Discretionary$517.4M
Non-Disc.$10.4M
Employees3
Clients0
DateOct 2023
Total AUM$468.2M
Discretionary$460M
Non-Disc.$8.3M
Employees3
Clients0
DateFeb 2023
Total AUM$468.2M
Discretionary$460M
Non-Disc.$8.3M
Employees3
Clients0
DateSep 2022
Total AUM$515.9M
Discretionary$515.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$515.9M
Discretionary$515.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$515.9M
Discretionary$515.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0