BULLE ROCK

Overview

Bulle Rock operates as a small hedge-fund style adviser that focuses its client work on individuals and families. The firm runs portfolio management programs for both individual accounts and pooled investment vehicles and also serves as sponsor/GP or managing member of those pooled vehicles. Its investment posture is equity‑tilted, relying primarily on exchange‑traded equities for liquid exposure while also maintaining exposure to third‑party hedged and private strategies. Fee arrangements include a percentage of assets under management and other fee components consistent with hedge fund and pooled vehicle structures. The firm’s activity suggests a hybrid model: investment management for separately managed accounts (SMAs) alongside running at least one private fund. That combination allows Bulle Rock to deliver liquid, ETF/stock-based equity portfolios to clients while also offering access to less liquid strategies through its private hedge fund and allocations to private placements and real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices