TWO BEAR CAPITAL OPERATIONS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WHITEFISH, Montana
CRD number
313927

Firm profile

FINTRX

Overview

Two Bear Capital Operations, LLC is structured as a limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on managing private funds rather than acting as a retail-facing registered investment advisor. Its operating profile shows an emphasis on venture capital fund management: the manager oversees multiple pooled vehicles and serves as a managing member or GP on those vehicles, indicating hands-on fund governance, capital formation and deal-level decision making. The firm is not flagged as an active ESG investor and is not listed as a multi-state adviser. That combination—private fund sponsor status, no public client relationships, and an absence of ESG designation—suggests the organization’s investment mandate is geared toward private market deal sourcing, structuring and portfolio company oversight rather than broad fiduciary advisory services to retail or institutional advisory clients.

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
  • MICHAEL GOGUEN

    Founder & Managing PartnerCRD 6044021

Wealth teams

FINTRX

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

WHITEFISH, MT

FLATHEAD

Location

WHITEFISH, MT

Headquartered in WHITEFISH, MT, in the West of the United States.

Region
West
County
FLATHEAD
Address
1005 Baker Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth