BULLBEAR INVESTMENT MANAGEMENT, LLC

Overview

Bullbear Investment Management, LLC is a small, privately owned advisory firm that provides portfolio management services to individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and operates with fully discretionary authority over client portfolios. Public filings show a clear tilt toward equity strategies: the manager favors exchange-traded instruments and implements those exposures within separately managed account (SMA) structures. Investment activity centers on liquid, exchange-traded equities and ETFs rather than cash-heavy or fixed-income allocations. That positioning suggests a growth- or market-exposure orientation rather than a liability-driven or yield-focused mandate. The firm does not identify itself as an active ESG investor and is not listed as a pension consultant or related adviser in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices