BIRD ROCK ASSET MANAGEMENT, LP.
Legal name: BIRDROCK WEALTH
CRD #138872 SEC #801-66711 AUSTIN, TX 512-236-0071
SEC Registered
Total AUM
$136.5M
Discretionary
$131.6M
Employees
5
Clients
25
Accounts
421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $136.5M | $131.6M | $4.9M | 5 | 0 |
| Feb 2024 | $129.1M | $125.6M | $3.5M | 5 | 0 |
| Aug 2023 | $116.9M | $110.7M | $6.2M | 5 | 0 |
| Mar 2023 | $116.9M | $110.7M | $6.2M | 5 | 0 |
| Mar 2022 | $144.7M | $137.7M | $7M | 4 | 0 |
| Jul 2021 | $118.2M | $113M | $5.2M | 4 | 0 |
| Mar 2021 | $118.2M | $113M | $5.2M | 4 | 0 |
| May 2020 | $100.8M | $87.7M | $13.1M | 5 | 0 |
| Mar 2020 | $100.8M | $87.7M | $13.1M | 5 | 0 |
| Mar 2019 | $179.5M | $74.9M | $104.5M | 5 | 0 |
| Mar 2018 | $168M | $69M | $99M | 5 | 0 |
| Apr 2017 | $175.9M | $62.1M | $113.9M | 5 | 200 |
| Mar 2016 | $156.6M | $52.6M | $104M | 5 | 100 |
| Mar 2015 | $131.8M | $37.7M | $94.2M | 4 | 26 |
| Mar 2014 | $137.1M | $40.6M | $96.5M | 4 | 26 |
| Nov 2013 | $115.9M | $46.4M | $69.5M | 4 | 26 |
| Apr 2013 | $115.9M | $46.4M | $69.5M | 4 | 26 |
| Mar 2012 | $92.2M | $18.1M | $74.1M | 1 | 26 |
| Jul 2011 | $59.2M | $17.1M | $42.2M | 5 | -- |
| Mar 2009 | $26.9M | $9.1M | $17.8M | 5 | -- |
| Dec 2007 | $30.7M | $11.5M | $19.3M | 5 | -- |
| Feb 2007 | $25.9M | $6.8M | $19M | 5 | -- |
DateMar 2025
Total AUM$136.5M
Discretionary$131.6M
Non-Disc.$4.9M
Employees5
Clients0
DateFeb 2024
Total AUM$129.1M
Discretionary$125.6M
Non-Disc.$3.5M
Employees5
Clients0
DateAug 2023
Total AUM$116.9M
Discretionary$110.7M
Non-Disc.$6.2M
Employees5
Clients0
DateMar 2023
Total AUM$116.9M
Discretionary$110.7M
Non-Disc.$6.2M
Employees5
Clients0
DateMar 2022
Total AUM$144.7M
Discretionary$137.7M
Non-Disc.$7M
Employees4
Clients0
DateJul 2021
Total AUM$118.2M
Discretionary$113M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2021
Total AUM$118.2M
Discretionary$113M
Non-Disc.$5.2M
Employees4
Clients0
DateMay 2020
Total AUM$100.8M
Discretionary$87.7M
Non-Disc.$13.1M
Employees5
Clients0
DateMar 2020
Total AUM$100.8M
Discretionary$87.7M
Non-Disc.$13.1M
Employees5
Clients0
DateMar 2019
Total AUM$179.5M
Discretionary$74.9M
Non-Disc.$104.5M
Employees5
Clients0
DateMar 2018
Total AUM$168M
Discretionary$69M
Non-Disc.$99M
Employees5
Clients0
DateApr 2017
Total AUM$175.9M
Discretionary$62.1M
Non-Disc.$113.9M
Employees5
Clients200
DateMar 2016
Total AUM$156.6M
Discretionary$52.6M
Non-Disc.$104M
Employees5
Clients100
DateMar 2015
Total AUM$131.8M
Discretionary$37.7M
Non-Disc.$94.2M
Employees4
Clients26
DateMar 2014
Total AUM$137.1M
Discretionary$40.6M
Non-Disc.$96.5M
Employees4
Clients26
DateNov 2013
Total AUM$115.9M
Discretionary$46.4M
Non-Disc.$69.5M
Employees4
Clients26
DateApr 2013
Total AUM$115.9M
Discretionary$46.4M
Non-Disc.$69.5M
Employees4
Clients26
DateMar 2012
Total AUM$92.2M
Discretionary$18.1M
Non-Disc.$74.1M
Employees1
Clients26
DateJul 2011
Total AUM$59.2M
Discretionary$17.1M
Non-Disc.$42.2M
Employees5
Clients--
DateMar 2009
Total AUM$26.9M
Discretionary$9.1M
Non-Disc.$17.8M
Employees5
Clients--
DateDec 2007
Total AUM$30.7M
Discretionary$11.5M
Non-Disc.$19.3M
Employees5
Clients--
DateFeb 2007
Total AUM$25.9M
Discretionary$6.8M
Non-Disc.$19M
Employees5
Clients--