# Bulle Rock

> Bulle Rock is a state-registered investment advisory firm in Dallas, TX, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2023.

- CRD: 142363
- Filed as: BULLE ROCK
- Legal name: Bulle Rock Capital LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142363
- AdvisorCensus page: https://advisorcensus.com/firm/bulle-rock-dallas-tx-142363

## Quick answers

**How is Bulle Rock compensated?**
On its Form ADV (Item 5.E, October 2026), Bulle Rock reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Bulle Rock located?**
Bulle Rock's principal office is in Dallas, TX, according to its Form ADV.

**Is Bulle Rock registered with the SEC or a state?**
Bulle Rock is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 142363.

**How much does Bulle Rock manage?**
Bulle Rock reports $5,850,640 in regulatory assets under management in its Form ADV filing dated March 27, 2023 (100% discretionary).

**What types of clients does Bulle Rock serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (5).

**Does Bulle Rock report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142363

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,850,640
- Discretionary: $5,850,640
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,639,327 |
| High net worth individuals | 5 | $3,211,313 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bullerockcap.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bulle Rock (CRD 142363): Form ADV filing data as of October 2026.