Bear Mountain Capital Inc.

Overview

Bear Mountain Capital Inc. is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm combines discretionary portfolio management with financial planning, and it acts as a capital allocator—selecting and allocating to third‑party managers in addition to managing in‑house strategies. Its client base includes individuals, families and institutional investors. Compensation is primarily a percentage of assets under management, supplemented by hourly charges for certain services. Bear Mountain is not positioned as an ESG investor and does not list pension consulting or related-adviser activities. The firm’s advisory scope covers portfolio management for individuals and small businesses, management of pooled investment vehicles, financial planning services and the selection of other advisers. It registers and operates on a single‑state basis and has been SEC‑registered since 2018.

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Investments & Alternatives