Jonathan Heaston Lewis
Investment adviser representative at Eldred Rock Partners, LLC
11 yearsExperience
1 stateRegistered in
$644.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Eldred Rock Partners, LLCJul 2021 to now
- Avalon Advisors, LLCJan 2017 to Dec 2021
- Matterhorn Capital ManagementJun 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eldred Rock Partners, LLC
$644.1MAssets managed
80Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6731979
- Firm CRD
- 316401