BEAR CREEK FUND ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$283M
Discretionary
$283M
100% of AUM
Avg account
$94.2M
Accounts
3
Employees
12
Advisory reps
7

Firm details

Headquarters
DENVER, Colorado
CRD number
329844
Registered since
April 24, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bear Creek Fund Advisors LLC is an SEC-registered manager (registered in 2024) that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm functions as a sponsor/GP and also lists CPO/CTA activities, indicating it both manages private funds and performs commodity pool/CTA-related business where applicable. Its client base is institutional, and its fees combine AUM-based charges with performance (carry) or incentive fees. The firm is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. It does not position itself as a capital allocator to third-party managers, is not an active ESG investor, and is not designated as a multi-state adviser. Broker-dealer affiliation and other adviser relationships appear among its industry links, consistent with a manager that sponsors and operates pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • SHAWN ONEAL

    Managing DirectorCRD 1651154

  • DAVID SILVER

    Managing DirectorCRD 6060455

  • JOSEPH RODDY

    Managing DirectorCRD 1942879

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth