BLACK BEAR VALUE PARTNERS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
319746
Registered since
May 23, 2022

Firm profile

FINTRX

Overview

Black Bear Value Partners, LP is a small, privately organized hedge-fund manager that appears to operate primarily through a pooled vehicle structure. The firm is organized as a limited partnership and is registered with the SEC in 2022. Filings list its business activities as either a commodity pool operator (CPO) or commodity trading adviser (CTA) and identify the firm as a sponsor, general partner or managing member of pooled investment vehicles. Black Bear Value Partners does not list separate advisory clients on public filings and is not identified as an active ESG investor or a multi-state adviser. The firm’s public profile and structure point to a boutique manager model: running a single private fund rather than a broad separately managed-account advisory business. The name implies a value orientation, but public records emphasize its pooled-fund and CPO/CTA status rather than a roster of retail or institutional advisory relationships.

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
  • ADAM SCHWARTZ

    Chief Investment OfficerCRD 4571835

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

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
6919 SW 18th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth