SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bear Creek Asset Management, LLC
Denver, CO
CRD 137677
Firm filing updated March 24, 2026 ·
- $5.2BAssets
- 189Clients
- 8Advisory staff
- 189Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals126
- Pooled vehicles40
- Corporations or other businesses15
- Charities8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 126 | $1.9 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 40 | $242.4 million |
| Charitable organizations | 8 | $48.4 million |
| Corporations or other businesses not listed above | 15 | $3.0 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$5.2 billion
- Accounts189
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff8
- Broker-dealer reps6
- Licensed insurance agents0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 137677, SEC file 801-64862.
- Registered with the SEC as an investment advisor (status date on record: November 29, 2005).
Is Bear Creek Asset Management, LLC a fiduciary?
Short answer: Bear Creek Asset Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.