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BIRDROCK WEALTH
Legal name: BIRD ROCK ASSET MANAGEMENT, LP.
CRD 138872File 801-66711
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$146.3M
Bottom 25% of cohort (national)
Discretionary AUM
$140.1M
Non-discretionary $6.2M
Clients
211
425 accounts
Employees
6
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 12, 2006
- Principal office
- 9433 BEE CAVE RD, BLDG 2, SUITE 203, AUSTIN, TX, 78733
- Phone
- 512-236-0071
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.3M
- Discretionary AUM
- $140.1M
- Non-discretionary AUM
- $6.2M
- Discretionary accounts
- 405
- Non-discretionary accounts
- 20
- Total accounts
- 425
- AUM per client
- $693K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $2.0M |
| High net worth individuals | 41 | $109.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
| Individuals (other than high net worth individuals) | 167 | $34.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.