Bear Stearns Asset Management Inc.

RIASEC RegisteredEst. 1987
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 SEC-registered investment adviser first registered in 1987 that operates as a corporate entity serving institutional clients. The firm is classified around a securitized asset fund model and provides portfolio management for pooled investment vehicles. Its fee model is based on a percentage of assets under management, and it is recorded as a related adviser to other entities. The firm is not identified as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. Its regulatory and business activities span a wide set of market roles and affiliations, including broker-dealer activity, registration as an investment adviser and security-based swap dealer, futures and commodity roles (CPO/CTA and futures commission merchant), banking/thrift and trust company activity, insurance company functions, pension consulting, real estate brokerage, and sponsor or GP/manager roles for pooled investment vehicles.

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
  • Ronald Withelder

    DirectorCRD 7628149

  • Janet Squitieri

    Executive DirectorCRD 2947248

  • Andrew Headley

    Andrew Headley

    Portfolio ManagerCRD 3088501

Unlock 1 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

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