A complete list of active advisors currently associated with Bulle Rock

Warmer can help you find a great advisor at Bulle Rock or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bulle Rock, 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.