BIRD ROCK MANAGEMENT, LLC

BIRD ROCK MANAGEMENT, LLC of LAGUNA BEACH, CA is an SEC-registered investment adviser (CRD 174293). Regulatory assets under management: $8.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 174293
• Type: Registered investment adviser
• Location: 1590 S COAST HWY #16, LAGUNA BEACH, CA, 92651
• Phone: 949-715-0900
• Latest filing: 2026-02-24
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 2
• Accounts: 1

Business model

Compensation: Other.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174293 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search