BLUE BEAR INVESTMENT GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JACKSON, Wyoming
CRD number
308460
Registered since
March 30, 2023

Firm profile

FINTRX

Overview

Blue Bear Investment Group, LLC is an individual‑owned limited liability company that registered with the SEC in 2023. The firm is classified as "unclassified" in the available record and is not identified as a capital allocator. It does not self‑identify as an active ESG investor, is not a multi‑state adviser, and is not listed as a pension consultant or related adviser. Public entries for fee structure and advisory activities are not provided in the source data. The firm is involved in pooled investment vehicles in a sponsor/GP/managing member capacity, indicating its primary role is structuring and operating private investment funds rather than acting as a traditional retail advisory firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ERNST SACK

    PartnerCRD 4981459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

JACKSON, WY

TETON

Location

JACKSON, WY

Headquartered in JACKSON, WY, in the West of the United States.

Region
West
County
TETON
Address
50 S King St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth