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| Happy Holidays!! thanks for using AUM13F!! |
| Bird Rock Asset Management LP
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|---|---|
| CRD # | 138872 |
| SEC # | 801-66711 |
| CIK # | |
| AUM | $136.5 M (2025-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 512-236-0071 |
| Address | 9433 Bee Cave Rd Austin, TX 78733 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 32.3 |
| (b) Individuals (high net worth individuals) | 38 | 100.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 136.5 |
| By Discretionary | ||
| Discretionary | 396 | 131.6 |
| Non-Discretionary | 25 | 4.9 |
| Total | 421 | 136.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 135.7 | |
| Total | 421 | 136.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Strategies Inc
✚
|
WI | 0.1 |
|
Beantown Financial Advisors LLC
✚
|
0.1 | |
|
Steward Advisors LLC
✚
|
IL | 0.1 |
|
Personal Financial Solutions LLC
✚
|
NJ | 0.1 |
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Drystone LLC
✚
|
0.1 | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |
|
Invariant Investment Management LLC
✚
|
PA | 0.1 |
|
H S Dreher Capital Management LLC
✚
|
NC | 0.1 |
|
Butler Financial Services Inc
✚
|
CO | 0.1 |