Bear Stearns Asset Management Inc.

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
113359
Registered since
June 18, 1987
Fee structure
Percentage of AUM
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bear Stearns Asset Management Inc. is a corporate investment manager that has been SEC-registered since 1987 and is organized as a securitized asset fund manager. Its client base is institutional, and it charges fees as a percentage of assets under management. The firm’s advisory activity centers on portfolio management for pooled investment vehicles. Regulatory and organizational attributes in the record show domestic ownership (entity and individual), a related-adviser relationship, and that the firm is not identified as an active ESG investor or a multistate or newly formed adviser. The firm's regulatory and business footprint extends beyond pure advisory work: the profile lists affiliations or registrations across broker‑dealer activity, other investment-adviser roles, security‑based swap dealing, commodity pool/operator or CTA activity, futures commission merchant, banking or thrift, trust company, insurance company, pension consulting, real estate brokerage, and sponsorship or GP/managing-member roles for pooled vehicles and limited partnerships.

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

Owners & executives

1 of 1
  • Ronan O'comhrai

    Chief Legal OfficerCRD 5087348

Contacts

3 of 4
  • Janet Squitieri

    Executive DirectorCRD 2947248

  • Andrew Headley

    Andrew Headley

    Portfolio ManagerCRD 3088501

  • Ronald Withelder

    DirectorCRD 7628149

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
270 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth