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

Clients

Accounts

421

Firm Details

Organization Type: Partnership
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
BIRDROCK ASSET MANAGEMENT COMPANY, LLC	DE	GENERAL PARTNER	NA	Control
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, LIMITED PARTNER	NA
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, LIMITED PARTNER	NA
LEVY, STEPHEN, KENNETH	I	CHIEF COMPLIANCE OFFICER, GENERAL PARTNER	E	Control
LEVY, STEPHEN, KENNETH	I	CHIEF COMPLIANCE OFFICER, GENERAL PARTNER	E	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
LEVY, STEPHEN, KENNETH	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	D	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
JUSTMAN, HEATHER, MARIE	I	CHIEF FINANCIAL OFFICER, LIMITED PARTNER	C	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
ARTAZA, GUSTAVO, JOSE	I	LIMITED PARTNER	B	Control
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A
CANNELLA, CHRISTINA, MARIE	I	MANAGING DIRECTOR, ASST. CHIEF INVESTMENT OFFICER, LIMITED PARTNER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
LEVY, STEPHEN, KENNETH	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	D	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control
JUSTMAN, HEATHER, MARIE	I	BIRDROCK ASSET MANAGEMENT COMPANY, LLC	C	Control

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

9433 BEE CAVE RD
BLDG 2, SUITE 203
AUSTIN, TX 78733
United States

Phone: 512-236-0071