BEDROCK CAPITAL MANAGEMENT, INC.
CRD #120376 SEC #801-61822 LOS ALTOS, CA 650-964-7024
SEC Registered
Total AUM
$194.8M
Discretionary
$194.8M
Employees
1
Clients
101
Accounts
645
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LACY, SHARON, LEA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LACY, SHARON, LEA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LACY, SHARON, LEA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LACY, SHARON, LEA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LACY, SHARON, LEA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LACY, SHARON, LEA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LACY, SHARON, LEA | I | WEALTH PLANNING MANAGER | NA | |
| LACY, SHARON, LEA | I | WEALTH PLANNING MANAGER | NA | |
| SHOAF, SHARON, LACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPRINGSTEEN, LOIS, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPRINGSTEEN, LOIS, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPRINGSTEEN, LOIS, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOMANEK, GERALD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOMANEK, GERALD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOMANEK, GERALD, LEO | I | FOUNDER | NA | Control |
| TOMANEK, GERALD, LEO | I | FOUNDER | NA | Control |
| TOMANEK, GERALD, LEO | I | FOUNDER | NA | Control |
| TOMANEK, GERALD, LEO | I | FOUNDER | NA | Control |
| TOMANEK, GERALD, LEO | I | FOUNDER | NA | Control |
| TOMANEK, GERALD, LEO | I | FOUNDER | NA | Control |
| SHAPS, JOEL, MICHAEL | I | CHIEF COMPLIANCE OFFICER,PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | CHIEF COMPLIANCE OFFICER,PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | CHIEF COMPLIANCE OFFICER,PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | E | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | D | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | D | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | D | Control |
| SHAPS, JOEL, MICHAEL | I | PRESIDENT | D | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| LEWIS, ERIC, RICHARD | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLAGROVE, ANTHONY, LAWRENCE | I | PORTFOLIO MANAGER | A | |
| BLAGROVE, ANTHONY, LAWRENCE | I | PORTFOLIO MANAGER | A |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (4)
CA NY TX WA
Address
5050 EL CAMINO REALSUITE 204
LOS ALTOS, CA 94022
United States
Phone: 650-964-7024