Bear Mountain Capital Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 1, 2026, reports $375M in regulatory assets under management, 6 employees, and 977 accounts.
Assets Under Management
$375M
Employees
6
Offices
--
Total Clients
234
Primary office
SEATTLE, WA
1700 7TH AVE, SUITE 1620, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
141
2
HNWI
38.9%
91
3
Pooled Investment Vehicles
0.4%
1
4
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$375Mas of March 1, 2026
Discretionary100.0%
$375M
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.
Total AUM$375M
Total Accounts977
10Y AUM Change+$267M (+246.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee39:1
10Y Employee Change+2 (+50.0%)
* 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.