Bear Creek Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 24, 2026, reports $5.2B in regulatory assets under management, 8 employees, 1 office, and 189 accounts.
Assets Under Management
$5.2B
Employees
8
Offices
1 office
Total Clients
189
Primary office
DENVER, CO
1200 17TH STREET, SUITE 970, DENVER, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
126
2
Pooled Investment Vehicles
21.2%
40
3
Corporations
7.9%
15
4
Charitable
4.2%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of March 24, 2026
Discretionary100.0%
$5.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.2B
Total Accounts189
10Y AUM Change$-5.3B (-50.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change-2 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.