DFX Intelligence

Family Office Intelligence

A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

Indie Asset Partners, LLC

Carmel, INOutsourced family office provideridentity confidence 90%Top 500 by research priorityindieasset.com

Why this class: Indie Asset Partners is a Carmel, Indiana RIA whose Family Office service line serves a select number of client families alongside ordinary advisory and cemetery trust work..

Verified Sep 13, 2026 (4 days ago)

Last observed Sep 13, 2026 · 76 observations · 5 sources

4 people · 0 investments · 83 public positions · 34 events

Identity

high

Data depth

elevated

Freshness

100

high

Active deployment

low

Direct investing

low

External managers

low

Private markets

moderate

Sponsor-friendly

low

Real estate

low

Co-investment

low

Contactability

high

Mandate confidence

low

Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.

Overview

Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Outsourced family office provider
Description: unknown
Headquarters: Carmel, IN
Office address: 10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032
Business phone: 317-428-6600
Website: indieasset.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $87.8M. Regulatory AUM $685M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $685M as of Mar 19, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Aug 16, 2010 · 9 employeesFact
Client mix (Form ADV 5.D): Individuals: 155 ($53.0M); Corporations: 4 ($14.0M); Charitable organizations: 1 ($301,674); High net worth individuals: 147 ($501M); Pooled investment vehicles: 6 ($117M)Fact
Private funds advised: 3 (PE 1, VC n/a, hedge 2, real estate n/a), gross assets $52.5MFact
Form 13F: $87.8M across 83 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX: Independent Sponsor Intelligence (shared crd)

Classification history

Sep 13, 2026Outsourced family office provider 90%Indie Asset Partners is a Carmel, Indiana RIA whose Family Office service line serves a select number of client families alongside ordinary advisory and cemetery trust work.Factverifiedindieasset.com“The Family Office assists a select number of families in the management of their investments”
Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference

Family and wealth origin

Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

Person	Title	Responsibility	Business contact	Source
Grady J. Gaynor	Member/ceo	Leadership	phone: 317-428-6602 (published by the subject, May 8, 2026)	reports.adviserinfo.sec.gov Fact
Grady J. Gaynor	President	Leadership	phone: 317-428-6602 (published by the subject, May 8, 2026)	sec.gov Fact
Kevin Michael Alerding	Member	Leadership	none on record	reports.adviserinfo.sec.gov Fact
Donna J Dickinson	Chief Compliance Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: 317-428-6600 (published by the subject) adviserinfo.sec.gov

Office address: 10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032 (published by the subject) sec.gov

Office address: 10585 NORTH MERIDIAN STREET, SUITE 210, Carmel, IN, 46290 (published by the subject) sec.gov

Website: instagram.com (published by the subject) adviserinfo.sec.gov

Website: indieasset.com (published by the subject) indieasset.com

Investment mandate

inferred only: private equity funds advised 1.0, public equity book 87761511.0

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $87.8M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity funds advised: 1 Inference
Form ADV Item 7.B

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Its own private funds (Form ADV Schedule D 7.B.(1))

Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.

Fund	Type	Gross asset value	Related share	Reported	Form D
INDIE DIVERSIFIED ASSET FUND, L.P.	Hedge Fund	$66.4M Oct 8, 2024	0%	Mar 30, 2012 to now	021-161660
INDIE DIVERSIFIED ABSOLUTE RETURN FUND, LLC	Hedge Fund	$31.6M Oct 8, 2024	0%	Dec 18, 2018 to now	021-319083
INDIE DIVERSIFIED INCOME FUND	Hedge Fund	$24.2M Oct 8, 2024	1%	Dec 18, 2018 to now	021-316909
Indie Diversified Income Fund II, LLC	Hedge Fund	$20.5M Oct 8, 2024	0%	Mar 31, 2023 to now	021-465623
NEW VENTURES AS SOLUTIONS, LLC	Private Equity Fund	$10.5M Oct 8, 2024	1%	Dec 18, 2018 to now	021-330381

Investment vehicles (SEC Form D)

Indie Diversified Income Fund II, LLC · shared principal · Aug 28, 2024 · via Grady J. Gaynor Inference sec.gov

Fund and manager relationships

No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

Form 13F holdings

Top 40 positions of 83 for the quarter ended Mar 31, 2026; $74.2M shown of $87.8M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
ELI LILLY & CO	COM	$8.5M	9,274	9.7%
APPLE INC	COM	$7.0M	27,452	7.9%
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.6M	87,855	7.5%
PGIM ETF TR	AAA CLO ETF	$5.6M	110,259	6.4%
MICROSOFT CORP	COM	$3.0M	8,164	3.4%
ISHARES TR	US AER DEF ETF	$2.9M	13,221	3.3%
VANGUARD WORLD FD	ENERGY ETF	$2.6M	14,847	2.9%
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.4M	71,460	2.7%
NVIDIA CORPORATION	COM	$2.3M	13,060	2.6%
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.1M	62,388	2.3%
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	21,598	2.3%
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	61,564	2.0%
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	55,904	2.0%
ISHARES TR	US TRSPRTION	$1.6M	21,292	1.8%
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$1.5M	25,603	1.7%
AMAZON COM INC	COM	$1.4M	6,864	1.6%
DNP SELECT INCOME FD INC	COM	$1.4M	134,520	1.6%
VANECK ETF TRUST	GOLD MINERS ETF	$1.4M	14,834	1.6%
ISHARES TR	CORE S&P500 ETF	$1.3M	2,020	1.5%
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	21,109	1.4%
JPMORGAN CHASE & CO	COM	$1.2M	4,099	1.4%
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.2M	25,858	1.3%
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11,901	1.3%
CHEVRON CORPORATION	COM	$1.1M	5,169	1.2%
SPDR GOLD TR	GOLD SHS	$1.0M	2,439	1.2%
ALPS ETF TR	ALERIAN MLP	$944,888	17,950	1.1%
SCHWAB STRATEGIC TR	US BRD MKT ETF	$883,972	35,218	1.0%
VANGUARD INDEX FDS	S&P 500 ETF SHS	$798,327	1,336	0.9%
STATE STR SPDR S&P 500 ETF T	TR UNIT	$761,617	1,171	0.9%
ISHARES TR	MSCI USA QLT FCT	$751,944	3,920	0.9%
VISA INC	COM CL A	$684,627	2,265	0.8%
VANGUARD INDEX FDS	GROWTH ETF	$684,013	1,566	0.8%
DUKE ENERGY CORP NEW	COM NEW	$683,245	5,218	0.8%
SPDR SERIES TRUST	STATE STREET SPD	$656,375	13,584	0.7%
VANGUARD INDEX FDS	VALUE ETF	$641,378	3,269	0.7%
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$616,251	1,286	0.7%
TESLA INC	COM	$570,265	1,534	0.6%
ISHARES TR	CORE S&P MCP ETF	$526,255	7,793	0.6%
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$523,456	2,434	0.6%
VANGUARD INDEX FDS	TOTAL STK MKT	$511,623	1,595	0.6%

Changes between the last two quarters

Mar 31, 2026 Indie Asset Partners, LLC reduced Duke Energy Corp New 17,933 -> 5,218 shares ($2,101,927 -> $683,245) sec.gov
Mar 31, 2026 Indie Asset Partners, LLC increased Apple Inc 21,389 -> 27,452 shares ($5,814,921 -> $6,967,007) sec.gov
Mar 31, 2026 Indie Asset Partners, LLC increased Schwab Strategic Tr 49,718 -> 62,388 shares ($1,628,265 -> $2,055,685) sec.gov
Mar 31, 2026 Indie Asset Partners, LLC reduced United Sts Oil Fd LP 30,552 -> 2,897 shares ($2,112,976 -> $368,643) sec.gov
Dec 31, 2025 Indie Asset Partners, LLC opened a $2,112,976 position in United Sts Oil Fd LP (30,552 shares) sec.gov
Dec 31, 2025 Indie Asset Partners, LLC increased Pgim Etf Tr 54,853 -> 96,241 shares ($2,824,930 -> $4,933,314) sec.gov
Dec 31, 2025 Indie Asset Partners, LLC increased ELI Lilly & Co 9,214 -> 11,536 shares ($7,030,382 -> $12,397,508) sec.gov
Dec 31, 2025 Indie Asset Partners, LLC increased Duke Energy Corp New 3,819 -> 17,933 shares ($472,611 -> $2,101,927) sec.gov
Sep 30, 2025 Indie Asset Partners, LLC increased Ishares Tr 3,927 -> 12,230 shares ($740,789 -> $2,559,250) sec.gov
Sep 30, 2025 Indie Asset Partners, LLC opened a $2,824,930 position in Pgim Etf Tr (54,853 shares) sec.gov
Sep 30, 2025 Indie Asset Partners, LLC increased ELI Lilly & Co 1,273 -> 9,214 shares ($992,435 -> $7,030,382) sec.gov
Jun 30, 2025 Indie Asset Partners, LLC reduced Meta Platforms Inc 4,457 -> 957 shares ($2,568,608 -> $706,376) sec.gov
Jun 30, 2025 Indie Asset Partners, LLC reduced ELI Lilly & Co 59,217 -> 1,273 shares ($48,908,311 -> $992,435) sec.gov
Jun 30, 2025 Indie Asset Partners, LLC reduced Apple Inc 34,614 -> 20,826 shares ($7,688,918 -> $4,272,814) sec.gov
Jun 30, 2025 Indie Asset Partners, LLC opened a $2,083,429 position in Dimensional Etf Trust (69,820 shares) sec.gov
Jun 30, 2025 Indie Asset Partners, LLC opened a $5,331,285 position in Vanguard Intl Equity Index F (79,311 shares) sec.gov

Real estate

No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

No co-investor on the record.

Independent sponsor relationships

No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.

Signals and timeline

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 12 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changedIndie Asset Partners, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Indie Asset Partners is a Carmel, Indiana RIA whose Family Office service line serves a select number of client families alongside ordinary advisory and cemetery trust work.)ClassificationFactindieasset.com
Sep 11, 2026Office discoveredIndie Asset Partners, LLC found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
Mar 29, 2024Fund gross assets upIndie Diversified Income Fund II, LLC: gross asset value $14.4M to $20.5M between the 2023-06-05 and 2024-03-29 filings (+42%)VehiclesFactadviserinfo.sec.gov
Dec 18, 2018Private fund first reportedIndie Asset Partners, LLC first reported INDIE DIVERSIFIED ABSOLUTE RETURN FUND, LLC on Form ADV at $25.5M gross asset valueVehiclesFactadviserinfo.sec.gov
Mar 30, 2012Private fund first reportedIndie Asset Partners, LLC first reported INDIE DIVERSIFIED ASSET FUND, L.P. on Form ADV at $18.4M gross asset valueVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reportedIndie Asset Partners, LLC first reported Indie Diversified Income Fund II, LLC on Form ADV at $14.4M gross asset valueVehiclesFactadviserinfo.sec.gov
Dec 18, 2018Private fund first reportedIndie Asset Partners, LLC first reported NEW VENTURES AS SOLUTIONS, LLC on Form ADV at $10.7M gross asset valueVehiclesFactadviserinfo.sec.gov
Dec 18, 2018Private fund first reportedIndie Asset Partners, LLC first reported INDIE DIVERSIFIED INCOME FUND on Form ADV at $5.5M gross asset valueVehiclesFactadviserinfo.sec.gov
Feb 1, 2018Fund gross assets upINDIE DIVERSIFIED ASSET FUND, L.P.: gross asset value $35.4M to $68.9M between the 2017-09-20 and 2018-02-01 filings (+94%)VehiclesFactadviserinfo.sec.gov
Mar 31, 2020Fund gross assets upINDIE DIVERSIFIED ABSOLUTE RETURN FUND, LLC: gross asset value $25.8M to $40.0M between the 2019-11-13 and 2020-03-31 filings (+55%)VehiclesFactadviserinfo.sec.gov
Mar 29, 2019Fund gross assets upINDIE DIVERSIFIED INCOME FUND: gross asset value $5.5M to $15.7M between the 2018-12-18 and 2019-03-29 filings (+183%)VehiclesFactadviserinfo.sec.gov
Mar 31, 2020Fund gross assets upINDIE DIVERSIFIED INCOME FUND: gross asset value $15.7M to $23.1M between the 2019-11-13 and 2020-03-31 filings (+47%)VehiclesFactadviserinfo.sec.gov

Sources and evidence

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 76 shown.

Score components

Freshness

+100 days since the newest source-dated fact or analyst verification (3 days)

Contactability

+40 named decision-makers (Grady J. Gaynor (Member/ceo); Kevin Michael Alerding (Member); Grady J. Gaynor (President))

+20 verified business phones (3)

+10 office address

Data confidence

+10 website

+10 people

+5 public holdings

+10 regulatory record

+20 independent sources (5 sources)

Active deployment

no components; scored 0

Exists confidence

+50 regulatory identifier (CIK, CRD or EIN)

+20 website

+30 independent sources (5 sources)

+30 analyst-verified

Research priority

+14 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($685,212,417)

+10 Form D vehicles linked

+5 on another DFX graph

+0 rank (233)

Mandate confidence

no components; scored 0

Identity confidence

+90 classification (OUTSOURCED_FAMILY_OFFICE (Indie Asset Partners is a Carmel, Indiana RIA whose Family Office service line serves a select number of client families alongside ordinary advisory and cemetery trust work.))

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

+15 Form ADV pe fund count (1.0)

Current activity confidence

+25 filed a 13F for a recent quarter (the entity operates; not deployment)

+25 a source-dated fact within 12 months (5 days)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	services_description	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-19	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	Criterion Capital Management, LLC \| Indie Diversified Partners, LLC \| Indie Asset Partners, LLC	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	FAMILY OFFICE SERVICES	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	5	Oct 8, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$153M	Oct 8, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Share of its funds owned by itself and related persons	N	Oct 8, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,other	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2010-08-16	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	317-428-6600	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	147	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":155,"raum_usd":52968936,"fewer_than_5":false},"corporations":{"clients":4,"raum_usd":13980343,"fewer_than_5":false},"charitable_organi	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Employees	9	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	10585 NORTH MERIDIAN STREET, SUITE 210, Carmel, IN, 46290	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	10585 NORTH MERIDIAN STREET, SUITE 210, Carmel, IN, 46290	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	83	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	81	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	78	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	67	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	96	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	115	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$87.8M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$89.7M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$75.1M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$55.0M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$115M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$127M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Hedge funds	2	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Carmel, IN	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Carmel, IN	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Carmel, IN	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Carmel, IN	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Carmel, IN	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Carmel, IN	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Carmel, IN	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	Indie Asset Partners, LLC (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	Indie Asset Partners, LLC (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	Indie Asset Partners, LLC (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	10 EAST MAIN STREET, SUITE 220, Carmel, IN, 46032	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	outsourced_family_office “The Family Office assists a select number of families in the management of their investments”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) indieasset.com	Fact
Private equity funds	1	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	3	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$52.5M	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	764	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$501M	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$685M	Mar 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	3	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Website	indieasset.com “office website indieasset.com”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) indieasset.com	Fact
Website robots	disallowed	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) instagram.com	Fact
Website robots	disallowed	Sep 11, 2026	Family office and investment company websites (about, team, portfolio, news pages) instagram.com	Fact