RIA Intel›Advisers›California›BIRD ROCK MANAGEMENT, LLC

BIRD ROCK MANAGEMENT, LLC

Advisory

LAGUNA BEACH, CA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CA
#4,737
of 5,480 advisers by AUM
Average account
$8M
across 1 account
AUM per adviser
$4M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
1
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

RETEGY LLC
$8M
ALTERNITY INVESTMENT ADVISORS, LLC
NEWPORT BEACH, CA
$8M
ADVANCED INVESTMENT STRATEGIES, LLC
$8M
PARADOX INVESTMENT PARTNERS LLC
NEWPORT BEACH, CA
$8M
RUDD, FRED LYNN
$8M
MCWILLIAMS ASSET MANAGEMENT INC.
SAN MARCOS, CA
$8M

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