Bird Dog Trading Corporation

Overview

Bird Dog Trading Corporation is a small, owner-operated advisory firm that manages a concentrated, equity-focused book of business for individual and family clients. The firm charges a fee based on assets under management and provides portfolio management for individuals and small businesses alongside market-timing services, which indicates an active trading orientation rather than a purely buy-and-hold approach. Bird Dog favors exchange-traded instruments for core exposures while also allocating to third-party alternative managers to broaden return streams and risk profiles. The firm does not present as an ESG-driven investor and operates on a single-state basis. Its client base is limited in number but high in per-client capital, meaning strategies are likely customized and executed with an emphasis on liquidity and tradeability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices