Bird Rock Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Daniel Niednagel
Investment Adviser RepresentativeCRD 5613211
Stephen Niednagel
PresidentCRD 2412047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Crane Investments Inc
RIALaguna Beach, CA
Peacher, Inc.
RIALaguna Beach, CA
Thomas Seaman Company
RIALaguna Beach, CA
MEM Investments
RIALaguna Beach, CA
Sagent Wealth Management
RIALaguna Beach, CA
Camelot Capital Partners LLC
RIALaguna Beach, CA