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RIA · CRD 327710State-Registered Investment Adviser

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Bass Rocks Asset Management

BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT is a state-registered investment adviser. The firm manages approximately $16 million in regulatory assets.

Overview

BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT is a state-registered investment adviser. The firm manages approximately $16 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

2013

Location

Region

North America

Country

United States

City

Beverly

Corporate office

Beverly, MA, United States

Principals

Richard D. Tadler

Managing Partner

Justin P. Gregory

Managing Director

Sector focus

Enterprise SoftwareAI/MLFinTechHealthcare Services

Frequently asked questions

Who runs investment decisions at Bass Rocks Asset Management?

Richard D. Tadler, the founding Managing Partner, leads the firm's investment activities alongside Managing Director Justin P. Gregory. Tadler's professional background includes senior roles in technology investment banking, while Gregory brings experience in growth-stage company evaluation. The small leadership structure means decisions are centralized with the founding principals.

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