Bird Rock Asset Management, LP

Bird Rock Asset Management, LP (CRD# 138872) is a financial advisory firm headquartered in Austin, TX. They manage $156,552,908 in 256 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $611,535
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bird Rock Asset Management, LP
Showing 1 - 4 of 4 top financial advisors.
1
Christina M. Cannella
CRD#: 3179327
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733
93
Wealthminder
score

Christina Cannella (CRD# 3179327) is an Investment Advisor Representative working at Bird Rock Asset Management, LP in Austin, TX and has over 17 years of experience in the finance industry.

2
Stephen K. Levy
CRD#: 3259220
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733
93
Wealthminder
score

Stephen Levy (CRD# 3259220) is an Investment Advisor Representative working at Bird Rock Asset Management, LP in Austin, TX and has over 17 years of experience in the finance industry.

3
Aaron W. Soderberg
CRD#: 2005720
Minneapolis, MN
93
Wealthminder
score

Aaron Soderberg (CRD# 2005720) is an Investment Advisor Representative working at Bird Rock Asset Management, LP in Minneapolis, MN and has over 27 years of experience in the finance industry.

4
Stephanie Boeke
CRD#: 6121837
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX 78733
90
Wealthminder
score

Stephanie Boeke (CRD# 6121837) is an Investment Advisor Representative working at Bird Rock Asset Management, LP in Austin, TX and has over 3 years of experience in the finance industry.

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