Bird Rock Management, LLC

RIAState Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$8.1M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Laguna Beach, California
CRD number
174293
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bird Rock Management, LLC is a California-registered limited liability company that functions as an adviser and sponsor for pooled real estate investment vehicles. The firm’s activity centers on portfolio management for pooled funds and it takes sponsor roles (LP sponsor and GP/managing member) in those vehicles. Its stated client base is institutional, and its fee structure is categorized as "Other." The firm is not flagged as an active ESG investor and is not positioned as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Daniel Niednagel

    Investment Adviser RepresentativeCRD 5613211

  • Stephen Niednagel

    PresidentCRD 2412047

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Laguna Beach, CA

Orange

Location

Laguna Beach, CA

Headquartered in Laguna Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
1590 S Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth