BR
Bird Rock Management, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 174293
· Laguna Beach, CA
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ADV data as of Feb 24, 2026
- Regulatory AUM
- $8.1M
- Discretionary
- $8.1M
- Clients
- 1
- Avg AUM / client
- $8.1M
- Accounts
- 1
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $8.1M | 100.0% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Deans Niednagel | Registered representative | May 2016 (10y) | ||
| Stephen Paul Niednagel | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 1.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Other fees
- • UPON APPROVAL BY MEMBERS HOLDING MAJORITY INTEREST IN THE FUND
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗