Managing Director · Bear Creek Asset Management, LLC
Joseph H. Roddy
CRD 1942879 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Bear Creek Asset Management, LLC, an SEC-registered asset manager based in Denver, CO with $5.2 billion in regulatory assets, lists Joseph H. Roddy on its Form ADV as Managing Director, a control person. The SEC filings also name Joseph at 1 other registered adviser.
Firms and roles
- Bear Creek Asset Management, LLCManaging DirectorAsset manager · Denver, CO · $5.2B in regulatory assets
- Bear Creek Fund Advisors LLCManaging Member of BC Fundco LLCPrivate fund adviser · Denver, CO · $283M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Shawn M. OnealManaging Director, Bear Creek Asset Management, LLC
- David SilverChief Compliance Officer, Bear Creek Asset Management, LLC
- Kevin R. TulkManaging Member, Bear Creek Fund Advisors LLC
- Jonathan D. SternManaging Member, Bear Creek Fund Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.