A complete list of active advisors currently associated with Bass Rocks, LLC / Bass Rocks Asset Management

Warmer can help you find a great advisor at Bass Rocks, LLC / Bass Rocks Asset Management or one who fits your needs even better.

Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services mainly to individual and high‑net‑worth clients, and also accepts engagements from other investment advisers. The firm prepares an investment policy statement for each client and concentrates its advice on equities and ETFs while placing particular emphasis on options‑related strategies. The firm manages accounts on a discretionary basis, documenting clients’ risk tolerance and time horizon and delivering quarterly custodian reports, and it requires clients to custody assets at Schwab Institutional. Its trading toolbox includes long‑ and short‑term trades, margin and options strategies and may include futures, which the firm specifically discloses as carrying elevated risks. Noteworthy for a firm of its size, Bass Rocks lists a single management person responsible for compliance and account reviews while operating with multiple advisory personnel, and it offers performance‑based fee arrangements for qualified clients in addition to standard AUM billing. The firm also discloses that it does not aggregate trades across client accounts, accepts certain soft‑dollar benefits from its custodian, and manages both performance‑fee and non‑performance accounts with policies intended to address resulting conflicts.

To learn more about the advisors currently working at Bass Rocks, LLC / Bass Rocks Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Bass Rocks, LLC / Bass Rocks Asset Management's office locations.

Name	Location	Years of experience
Matthew Kelmon	Walnut Creek, CA	25
Alec Smidt	Alamo, CA	0
Nicholas Tognoli	Alamo, CA	1

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