SK
Stephen Kenneth Levy
CRD 3259220
Firms
| Firm | Role | As of |
|---|---|---|
| Bird Rock Asset Management, Lp. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Bird Rock Asset Management, Lp.
Chief Investment Officer, Chief Compliance Officer, Limited Partner · 50% – 75% · Feb 2024
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Bird Rock Asset Management, Lp.
Owner · 50% – 75% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗