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BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT

Advisory

CA

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in CA
#4,407
of 5,480 advisers by AUM
Average account
$776K
across 21 accounts
AUM per adviser
$5M
3 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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