|
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| Bird Rock Asset Management LP
✚
| |
|---|---|
| CRD # | 138872 |
| SEC # | 801-66711 |
| CIK # | |
| AUM | $129.1 MM (2024-02-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 512-236-0071 |
| Address | 9433 Bee Cave Rd Austin, TX 78733 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 35.1 |
| (b) Individuals (high net worth individuals) | 28 | 90.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 420 | 129.1 |
| By Discretionary | ||
| Discretionary | 397 | 125.6 |
| Non-Discretionary | 23 | 3.5 |
| Total | 420 | 129.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 128.3 | |
| Total | 420 | 129.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.1 |
|
RS Asset Management LLC
✚
|
CO | 0.1 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.1 |
|
Mark Bell Advisory Services Inc
✚
|
IL | 0.1 |
|
AMG Asset Management Group Inc
✚
|
GA | 0.1 |
|
Roxbury Financial LLC
✚
|
NJ | 0.1 |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 0.1 |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |