Bass Rocks, LLC / Bass Rocks Asset Management

Overview

Bass Rocks, LLC / Bass Rocks Asset Management is a small, owner-operated advisory firm organized as a limited liability company that provides discretionary portfolio management to individuals, families and small businesses. The firm bills clients primarily as a percentage of assets under management and may also use performance-based fee arrangements. Its advisory activity is focused on managing portfolios for individual/small-business clients rather than pension consulting or institutional capital allocation. The firm does not self-identify as an active ESG investor and appears to operate on a compact, single-advisor model.

Assets & Accounts

Public Holdings

Investments & Alternatives