Indie Asset Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$553,710,937
Clients
302
Advisors
4
across 2 offices
About
Indie Asset Partners advises individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and private investment funds, offering financial planning, portfolio management, multi-family office services and retirement-plan consulting. The firm also serves as investment adviser to several private pooled funds and requires or expects multi-family office clients to build and maintain a $5 million investment relationship over a defined period.
The firm builds a Financial Profile and Investment Plan with each client and implements those plans on a discretionary or non‑discretionary basis, typically using ETFs, individual equities, mutual funds, fixed income, BDCs, DSTs and structured notes while recommending alternative investments where appropriate. It sources many alternative investments through third-party platforms (for example, iCapital), advises pooled vehicles (including affiliated private funds and multi‑series fund structures) and operates funds that assess performance-based allocations for eligible investors.
Notable distinctions include a complex of affiliated entities that sponsor and manage private funds and series (creating layered adviser and manager relationships) and a private‑equity vehicle concentrated in a single pharmaceutical investment. The firm discloses that a principal also practices law and may refer clients for estate-planning work, that some affiliated funds use performance-based fee arrangements and present fund performance information, and that certain affiliated fund holdings have presented valuation and audit complexities because of illiquid underlying investments.
Client services
Expertise
Occupation focus
Fee options
Family office services fee: $20,000 first 12 months, payable quarterly at $5,000 each; subsequent fees negotiated
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Insurance commissions earned by certain principals/employees on separate insurance product sales
Performance allocation fees on affiliated private funds (e.g., 5% of gains above 8% for IDIF; 10% of gains above 8% for IDIF II; carried interest fees for NVAS)
Account minimum: $5,000,000 for family office services (or agreement to build and maintain that amount over 24 months); no other clear minimum stated for general portfolio management clients Minimum fee: $3,000 minimum annual fee
Main office
See office10 East Main Street, Suite 220
Carmel IN 46032
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · New Hampshire · Ohio · Texas
Also doing business as
Criterion Capital Management, LLC · Indie Asset Partners, LLC · Indie Diversified Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Donna D
Series 65
Indianapolis, IN
Indie Asset Partners, LLC
Donna Dickinson is a financial advisor with Indie Asset Partners, LLC in Indianapolis, IN, holding a Series 65 designation and 11 years of industry experience. She has been with Indie Asset Partners since 2010. Outside of her advisory role, she is a member of Northside Vapor, LLC, a retail business specializing in electronic cigarettes and accessories. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a variety of instruments and offers access to alternative investments and multiple affiliated private funds, supported by a cross-disciplinary affiliation with a law firm.
Charles C
CFP®, Series 66
Carmel, IN
Indie Asset Partners, LLC
Charles Castino is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Indie Asset Partners, LLC and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Mr. Castino also acts as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to a range of clients including high-net-worth individuals and private investment funds. The firm manages portfolios using various instruments and alternative investments, and is notable for its affiliated fund platform and cross-disciplinary affiliation with a law firm.
Grady G
Series 66
Carmel, IN
Indie Asset Partners, LLC
Grady Gaynor is a financial advisor with Indie Asset Partners, LLC in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Indie Asset Partners since 2010. Outside of his advisory role, Mr. Gaynor is a member of Indie Diversified Partners, LLC and has experience as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a range of investment vehicles and is notable for its affiliated-fund platform and cross-disciplinary affiliation with a law firm.
Kevin A
Series 65
Carmel, IN
Indie Asset Partners, LLC
Kevin Alerding is a financial advisor at Indie Asset Partners, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Ice Miller LLP for 17 years. Outside of his advisory role, Mr. Alerding serves as Trustee and Chair of the Investment Committee for Cathedral High School and is President of the Cathedral High School Foundation. He is also of counsel at the law firm Lewis Wagner LLP. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a variety of instruments and is notable for its affiliated private fund platform and its affiliation with a law firm, which supports cross-disciplinary client services.
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