Bedrock Capital Partners - aVenture Asset Manager Research
Location
Palo Alto, CA, US
Founded
1987
Bedrock Capital operated as an independent wealth management and registered investment advisory firm based in California. The firm managed customized investment portfolios and delivered financial planning services for high-net-worth families and institutions.
In January 2016, United Capital Financial Advisers acquired Bedrock Capital to expand its regional wealth management footprint in Silicon Valley. Following the transaction, the firm was integrated into United Capital's advisory network and rebranded under the United Capital name.
Bedrock Capital Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count3
Top Investment Stages
Series A1 (33.3%)
Series B1 (33.3%)
Series D1 (33.3%)
Stage Mix
Series A 33%Series B 33%Series D 33%
Concentration shown as share of disclosed investments by stage.
