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.
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.
Integrity
We operate with unwavering integrity, ensuring every decision aligns with the highest ethical standards and the long-term interests of our investors.
Diligence
We apply rigorous diligence to every analysis, opportunity, and allocation, ensuring that each investment meets our standards for quality and long-term value.
Mitigation
We prioritize disciplined risk mitigation, building resilient portfolios designed to protect capital and support stable performance across market cycles.
Transparency
We maintain full transparency in our reporting, communication, and investment process so that stakeholders always understand how their capital is being managed.
Stewardship
We view capital as a responsibility, stewarding each investment with care, prudence, and a long-term perspective.
Commitment
We uphold a strong commitment to advancing the financial strength and long-term growth of the small businesses we serve.
The team behind Small Businesses
The people dedicated to the growth and stability of the bedrock of the U.S. economy.
Francesca Kennedy, MSc
Global experience in financial services and social enterprise; Executive MSc, London School of Economics.
Are you our ideal candidate?
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Michael Shield, MBA
10+ years of experience in finance, real estate lending, and enterprise technology.
Are you our ideal candidate?
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Alexandra Lank, MS
Decade of experience across finance, technology, and enterprise consulting, and investment securitiies
Are you our ideal candidate?
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Solomon Norman
10+ years of experience in technology, with several years focused on finance and consultative risk management
Are you our ideal candidate?
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Pratik Kansara
Over a decade of global investment experience with deep expertise in capital markets,
Are you our ideal candidate?
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Strategic Partnerships
Expanded through strategic alliances with financial advisors, small business networks, and institutional partners.
5 Team Members
Grew into a dedicated team of five professionals spanning leadership, research, and client relations.
Foundation
Bedrock Fund was established to create accessible investment opportunities designed for small businesses seeking savings, income, and long-term growth.
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 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