ELDON PASS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOERNE, Texas
CRD number
337769
Registered since
August 18, 2025

Firm profile

FINTRX

Overview

Eldon Pass is organized as a limited liability company and is registered with the SEC as of 2025. The firm identifies itself as an investment adviser and sponsor that serves as a general partner and managing member of pooled investment vehicles. It does not present itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. The firm's classification in the source data is unclassified and several typical adviser roles (pension consultant, related adviser) are not indicated. The available information points to a manager-focused operating model centered on pooled private funds rather than on individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOERNE, TX

KENDALL

Location

BOERNE, TX

Headquartered in BOERNE, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
KENDALL
Address
103 Yoalana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth