BULL & BEAR CAPITAL ADVISORS, LLC

Overview

Bull & Bear Capital Advisors, LLC is a small, privately held advisory firm that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm operates as a capital allocator rather than a large discretionary manager: its filings indicate advisory relationships are nondiscretionary and it routinely directs or recommends third‑party managers when appropriate. Billing is flexible—clients may be charged a percentage of assets under management, hourly fees, or fixed fees—reflecting a boutique advisory model that blends project work with ongoing advice. Investment posture is tilted toward public equities. The firm identifies exchange‑traded equities as its most used asset type and lists a stated preference for equities in client portfolios. Bull & Bear Capital Advisors does not characterize itself as an active ESG investor. Industry relationships include accountants and law firms, suggesting a referral and professional services network that supports financial planning and tax/legal coordination.

Assets & Accounts

Public Holdings

Location & Offices