# Birdrock Wealth

Birdrock Wealth is a Multi Family Office based in Austin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** La Jolla, CA, United States
- **Assets under management:** Undisclosed
- **Website:** birdrockwealth.com
- **LinkedIn:** https://www.linkedin.com/company/birdrockwealth

## Regulatory record

- **CRD number:** 138872
- **SEC file number:** 801-66711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138872

## About

BIRDROCK WEALTH is an SEC-registered investment adviser in AUSTIN, TX, registered since 2006. The firm manages $146 million in assets, $140 million on a discretionary basis. It has 6 employees and 5 investment advisers.

## Questions

### How does Birdrock Wealth generate revenue, and does it accept placement fees from fund managers?

Birdrock operates on a fee-only advisory model, charging client families directly for services. It does not accept placement fees, revenue-sharing agreements, or commissions from fund managers, a structural choice that distinguishes it from multi-family offices descended from brokerage or private-banking platforms. This fiduciary posture is designed to eliminate compensation-driven bias in manager selection.

### How does Birdrock source direct-investment opportunities?

Deal flow comes primarily through the firm's network of venture capital and growth-equity managers with whom families have established fund-commitment relationships, as well as through direct referrals from the operating-company networks of its client base. Birdrock does not operate an in-house origination team; it relies on co-investment allocations offered by existing GP relationships and founder-level introductions from the families it serves.

## Related profiles

- [IKOS CIF](https://altss.com/profile/ikos-cif-limited)
- [DEFREHN CONSULTING](https://altss.com/profile/defrehn-consulting)

---

Last updated: 2026-07-06T01:24:12.510Z

Canonical page: https://altss.com/profile/birdrock-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology