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|
| Keyboard |
| Bird Rock Asset Management LP
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|
|---|---|
| CRD # | 138872 |
| SEC # | 801-66711 |
| CIK # | |
| AUM | 146.3 M (2026-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 512-236-0071 |
| Address | 9433 Bee Cave Rd Austin, TX 78733 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 34.0 |
| (b) Individuals (high net worth individuals) | 41 | 109.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 146.3 |
| By Discretionary | ||
| Discretionary | 405 | 140.1 |
| Non-Discretionary | 20 | 6.2 |
| Total | 425 | 146.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 145.4 | |
| Total | 425 | 146.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spark Financial Advisors LLC
✚
|
VA | 147.1 M |
|
Elite Life Management LLC
✚
|
PA | 147.0 M |
|
Global Wealth Strategies LLC
✚
|
CA | 147.0 M |
|
J Mark Nickell & Co
✚
|
TN | 146.4 M |
|
The Wealth Advantage Group Inc
✚
|
OH | 146.4 M |
|
Wellington-Altus USA Inc
✚
|
146.2 M | |
|
Manna Wealth Management Inc
✚
|
FL | 146.1 M |
|
Somerset Group LLC
✚
|
MN | 145.6 M |
|
Ascendor Wealth LLC
✚
|
NC | 145.6 M |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 145.6 M |