BEAR CREEK ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 137677
- Registered since
- November 29, 2005
- Website
- www.bearcreekam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses58.18%
- HNWI36.21%
- Pooled Investment Vehicles4.67%
- Charitable Organizations0.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bear Creek Asset Management, LLC is an SEC-registered investment adviser formed as an LLC that manages pooled vehicles and separately managed portfolios for both individual/family and institutional clients. The firm operates as a fund manager and sponsor, acting as general partner or managing member on pooled investment vehicles while also providing portfolio management to individuals, small businesses and institutional accounts. Its fee model combines a percentage of assets under management with performance-based fees on select products. Investment positioning shows a clear tilt toward private funds and credit-like strategies. The firm reports a preference for fixed-income instruments at the portfolio level and holds a substantial cash position, indicating either a defensive posture or a readiness to deploy capital into private deals. Bear Creek runs and allocates to private equity funds (its largest alternative exposure) and maintains a small real estate fund allocation. The firm is not listed as an active ESG investor. Bear Creek’s activities extend beyond advisory-only work: it lists affiliations that include broker-dealer activity, commodity pool/CTA roles, and sponsorship/GP responsibilities for pooled vehicles. That mix signals the firm both sponsors and operates private funds while also managing separate accounts for external clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents44%
- State & Local Bonds25%
- Investment Grade Corp Bonds22%
- US Government Bonds5%
- Exchange Traded Equities3%
Contacts
3 of 8Jonathan Stern
Managing DirectorCRD 6316965
SCOTT MCKINNEY
Vice PresidentCRD 5958417
DAVID SILVER
Managing DirectorCRD 6060455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1200 17th St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
1888 INVESTMENTS, LLC
RIADENVER, CO
JFG FAMILY OFFICE
RIADENVER, CO
IWP WEALTH MANAGEMENT LLC
RIADENVER, CO
MARSICO CAPITAL MANAGEMENT, LLC
RIADENVER, CO
HARRISON STREET PRIVATE WEALTH LLC
RIADENVER, CO
SHELTON CAPITAL MANAGEMENT
RIADENVER, CO