Bulle Rock
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,850,640
Clients
13
38% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$450,049
About
The firm serves as investment manager to a private pooled investment vehicle and also provides discretionary portfolio management to individual clients and trusts through separately managed accounts. Its clients include qualified investors in the fund as well as high‑net‑worth and individual account holders who receive tailored advisory services.
The pooled vehicle is managed as a long‑short equity fund with a broad mandate concentrated mainly in the healthcare and consumer sectors, while separately managed accounts are managed on a long‑only basis and may accept client‑imposed restrictions at the adviser’s discretion. Investment decisions incorporate fundamental, technical and cyclical analysis, and the firm may use tools such as short sales, option contracts and margin, supported by external research and permitted soft‑dollar arrangements.
What is distinctive for a firm of this size is that it sponsors and controls a private fund and acts as the fund’s investment manager — a role that is relatively uncommon among small supported advisers. The firm conducts side‑by‑side management of the fund and separate accounts and discloses procedures to allocate opportunities and address related conflicts, while also noting reliance on its principal for investment decision‑making.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
20% performance allocation on Fund profits subject to high water mark; no performance fees for separately managed accounts
Account minimum: $500,000 minimum for separately managed accounts; $1,000,000 under management or $2,000,000 net worth for Fund investors (qualified clients)
Main office location
Bulle Rock
1965 Matilda St, Suite 303
Dallas TX 75206, United States
Number of offices
1
Most active in
Bulle Rock has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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