Indie Asset Partners, LLC is an SEC-registered investment adviser based in Carmel, IN that reports managing 2 hedge funds on Form ADV. It reports $685.2 million in regulatory assets under management. Its private funds, of all types, hold $52.5 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +10.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +24.8% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $685.2 millionForm ADV Item 5.F
- Gross assets of private funds
- $52.5 millionAll private fund types, Form ADV
- Hedge funds managed
- 23 private funds in total
- Employees
- 9Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 154503
- Latest Form ADV
- 03/19/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +10.2% | +14.8% |
| Q1 2026 | +0.4% | -4.6% |
| Q4 2025 | +5.8% | +2.4% |
| Q3 2025 | +8.8% | +7.8% |
| Q2 2025 | +1.3% | +10.4% |
| Q1 2025 | -0.4% | -4.5% |
| Q4 2024 | -5.0% | +2.1% |
| Q3 2024 | +2.3% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Eli Lilly & Co Com$11.6 million
- Apple Inc Com$7.9 million
- Vanguard Ftse All-world Ex-us Index Fund$7.6 million
- Pgim Aaa Clo ETF$6.3 million
- Ishares U.S. Aerospace & Def$3.4 million
- Microsoft Corp Com$3.1 million
- Nvidia Corp$2.9 million
- Invesco Ai And Next Gen Soft$2.7 million
- Dimensional ETF Trust Internat$2.6 million
- SPDR Ser TR S&P 600 Small Cap$2.5 million
As of 2026-06-30, from 13F filing by Indie Asset Partners, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures