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Derek Peters

Investment adviser representative at Bear Creek Fund Advisors LLC
17 yearsExperience
1 stateRegistered in
$282.5MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Bear Creek Fund Advisors LLCApr 2024 to now
  2. Bear Creek Securities, LLCMar 2022 to now
  3. Sunflower Bank, N.A.Jul 2018 to Mar 2022
  4. Texas Capital BankNov 2017 to Jul 2018
  5. Cobiz Financial Inc.Aug 2009 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (CO).

Bear Creek Fund Advisors LLC

$282.5MAssets managed
3Clients
7Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7526848
Firm CRD
329844
Advisor's SEC record (opens in a new tab)
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