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- Custodian
- Goldman Sachs ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2006
- Office Locations
- 1
Office Locations
About Bulle Rock
Bulle Rock Capital is a Dallas-based value investment manager providing IRA and separate-account management. The firm runs concentrated, high-conviction portfolios driven by deep, bottom-up primary research, with a sector focus on health care and consumer discretionary (including smaller orphaned medical device names and out-of-favor consumer stocks) and a socially responsible overlay. Led by founder and portfolio manager Alex Andrade (ex-Lazard Asset Management).
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Accredited Investors
Asset Classes
Custodian
Investment Themes
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Owner & Executives
ALEX S ANDRADE
Limited Partner, Portfolio Manager
- CRD
- #2479781
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,850,640 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,850,640 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,850,640
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,984,152,646 | 49.4% |
| Cash | $2,032,350,685 | 50.6% |
| Total | $4,016,503,331 | 100.0% |