Bulle Rock
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
1965 Matilda St, Suite 303
Dallas TX 75206
Advisors at this office
1
Most active in
Texas
Also doing business as
Bulle Rock · Bulle Rock Capital Lp · Carokann Investments
Disclosures
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