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Stefan Friederich Grater

Eldred Rock Partners, LLC

San Antonio, TX

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Current Employers
Eldred Rock Partners, Llc

7330 San Pedro Ave Suite 505, San Antonio, TX 78216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-23
  • TX RA
    APPROVED
    Since 2021-09-23

Branch Locations

7330 San Pedro Ave Suite 505, San Antonio, TX 78216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matterhorn Capital Management, Llc San Antonio TX 01/2005 12/2016
Avalon Advisors, Llc San Antonio TX 12/2016 12/2021
Eldred Rock Partners, Llc San Antonio TX 07/2021 Present
  • 01/2005 → 12/2016
    Matterhorn Capital Management, Llc
    San Antonio, TX
  • 12/2016 → 12/2021
    Avalon Advisors, Llc
    San Antonio, TX
  • 07/2021 → Present
    Eldred Rock Partners, Llc
    San Antonio, TX
Previous Registrations
  • 2016-12-27 → 2022-01-06
    Avalon Investment & Advisory
    San Antonio, TX
    Houston, TX
    San Antonio, TX
  • 2005-11-03 → 2016-12-27
    Matterhorn Capital Management, Llc
    San Antonio, TX
  • 2006-01-10 → 2006-12-31
    Ahern, Triem, Kirk & Grater, Llp
    San Antonio, TX
  • 2002-07-11 → 2003-12-16
    South Texas Money Management, Ltd.
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-09
  • S65 Uniform Investment Adviser Law Examination
    2001-10-09
Designations
Other Names
  • Stefan Friedrich Grater

View on SEC IAPD

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