The Firm

Committed to performance for Small Businesses.

Bedrock Capital is an investment firm dedicated to helping small businesses build long-term financial strength through disciplined, diversified, and transparent investment strategies.

Our purpose is to provide organizations with above-market savings, stable income solutions, and sustainable growth opportunities supported by thoughtful research, prudent risk management, and a commitment to aligned outcomes.

5
+
Business Clients
50
k
Assets Under Management
3
+
Growth Inititaives
Our Mission

We’re on a mission to empower small businesses

We propel small businesses with investment strategies that provide stability, opportunity, and growth. Our approach is built on disciplined research, diversified asset allocation, and a commitment to delivering consistent, long-term results. By focusing on financial strength and resilience, we help business owners navigate uncertainty and unlock opportunities that support sustainable success.

Our Values

The core mantra that drives everything we do

01

Integrity

We operate with unwavering integrity, ensuring every decision aligns with the highest ethical standards and the long-term interests of our investors.

02

Diligence

We apply rigorous diligence to every analysis, opportunity, and allocation, ensuring that each investment meets our standards for quality and long-term value.

03

Mitigation

We prioritize disciplined risk mitigation, building resilient portfolios designed to protect capital and support stable performance across market cycles.

04

Transparency

We maintain full transparency in our reporting, communication, and investment process so that stakeholders always understand how their capital is being managed.

05

Stewardship

We view capital as a responsibility, stewarding each investment with care, prudence, and a long-term perspective.

06

Commitment

We uphold a strong commitment to advancing the financial strength and long-term growth of the small businesses we serve.

Team Members

The team behind Small Businesses

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Bedrock Research

Bedrock Research

Bedrock

Bedrock Research

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Solomon Norman

Solomon Norman

Managing Director

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Pratik Kansara

Pratik Kansara

Investment Manager

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Team Member

Team Member

Title

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Our History

Our timeline

Our timeline highlights the key milestones that shaped the growth of Bedrock, from our foundation to strategic partnerships and the development of our investment capabilities.

2024.

Strategic Partnerships

Expanded through strategic alliances with financial advisors, small business networks, and institutional partners.

2025.

5 Team Members

Grew into a dedicated team of five professionals spanning leadership, research, and client relations.

2022.

Foundation

Bedrock Fund was established to create accessible investment opportunities designed for small businesses seeking savings, income, and long-term growth.

2022.

Pilot Fund

Launched, introducing our first diversified investment portfolio. This stage focused on proving our model delivering above-market savings returns and generating additional income.

Our LOCATION

Our national office locations

Office locations in the live music capital, Austin, TX, and the historic Wall Street, New York, financial district.

Austin, TX

Dobie Center
2021 Guadalupe St Suite 260, Austin, TX 78705

New York, NY

Wall Street
14 Wall Street, 20th Floor, New York City, 10005

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