Bird Rock Management provides investment advice to affiliated companies, specifically in real estate and real estate loans. Bird Rock manages assets on a discretionary basis, allocating them among cash, real estate, and real estate loans to meet client investment objectives. Bird Rock is the manager of Pacific West Home Mortgage III, LLC, a private fund that invests in debt related to commercial and residential real estate.
Assets Under Management$8.1M
Clients1
Advisors2
Avg. per Client$8.1M
Avg. per Advisor$4M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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