Bird Rock Asset Management, LP.
● SEC registered since 2006CRD 138872SEC# 801-66711Austin, TX
Reg. AUM
$146.3M
Employees
6
Accounts
425
Location
Austin, TX
Bird Rock Asset Management, LP. assets under management
Bird Rock Asset Management, LP. is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2006. It reports $146.3 million in regulatory assets under management and employs 6 people.
Bird Rock Asset Management, LP. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Birdrock Asset Management Company, LLC Control | General Partner | Under 5% | 2006 |
| Christina Marie Cannella | Managing Director, Limited Partner | Under 5% | 2008 |
| Gustavo Jose Artaza Control | Limited Partner | 10-25% | 2006 |
| Heather Marie Justman Control | Chief Financial Officer, Limited Partner | 25-50% | 2007 |
| Stephen Kenneth Levy Control | Chief Investment Officer, Chief Compliance Officer, Limited Partner | 50-75% | 2006 |
| Heather Marie Justman Control | Owner | 25-50% | 2007 |
| Stephen Kenneth Levy Control | Owner | 50-75% | 2006 |
Frequently asked questions
How much does Bird Rock Asset Management, LP. manage?
Bird Rock Asset Management, LP. reports $146.3 million in regulatory assets under management on its Form ADV.
How many employees does Bird Rock Asset Management, LP. have?
Bird Rock Asset Management, LP. reports 6 employees.
Where is Bird Rock Asset Management, LP. located?
Bird Rock Asset Management, LP. is based in Austin, TX and has been SEC-registered since 2006.
Does Bird Rock Asset Management, LP. disclose fund performance?
Bird Rock Asset Management, LP. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733 |
| Phone | 512-236-0071 |
| Fax | 512-430-1346 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.3M▲ 7%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$146.3Mregulatory AUM
Discretionary $140.1MNon-discretionary $6.2M