BEDROCK FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
291984
Registered since
January 4, 2018

Firm profile

FINTRX

Overview

Bedrock Fund Management, LLC is an SEC-registered limited liability company that functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. Since its registration in 2018 the firm has concentrated its activities on private fund management rather than serving retail advisory accounts. Bedrock is not flagged as an active ESG investor, is not a multi-state adviser, and is classified as an unclassified/individual-owner firm. The firm’s documented activity centers on venture capital fund sponsorship and fund administration rather than traditional wealth-management client relationships.

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

Owners & executives

2 of 2
  • THOMAS O'LEARY

    Chief Financial OfficerCRD 7893753

  • MICHAEL LIFTIK

    Chief Legal and Governance OfficerCRD 8241322

Contacts

1 of 1
  • GEOFFREY TABACHNICK

    Founder & Managing PartnerCRD 6896850

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1900 Avenue of the Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth