BIRD ROCK MANAGEMENT, LLC

RIASEC 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 operates as a small, real estate–focused investment adviser that manages pooled investment vehicles for institutional investors. The firm’s activity centers on sponsoring and managing closed or pooled real estate vehicles—acting in sponsor, general partner or managing-member roles—rather than delivering broad retail wealth-management services. Filings classify the business as a real estate fund manager and list portfolio management for pooled investment vehicles as the primary advisory activity. The firm’s client base is institutional and the adviser is not categorized as a capital allocator or pension consultant. Bird Rock Management, LLC is not identified as an active ESG investor and is not registered as a multi-state adviser, indicating its operational footprint and regulatory filings are concentrated rather than broadly interstate.

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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