Asset manager · Denver, CO
Bear Creek Asset Management, LLC
SEC-registered investment adviser · CRD 137677 · SEC 801-64862
At a glance
Bear Creek Asset Management, LLC is an SEC-registered investment adviser based in Denver, Colorado, with $5.2 billion in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is corporations or other businesses, and it reports 126 individual clients. By Form ADV it is a asset manager, ranked 683rd of 3,218 asset managers and 2,045th of 17,210 SEC-registered advisers by assets.
Main office 303-459-7333bearcreekam.comAs filed on Form ADV
- Regulatory AUM
- $5.2B
- Rank among asset managers
- #683 of 3,218
- Rank among all SEC RIAs
- #2,045 of 17,210
- Rank in Colorado
- #21 of 359
- Individual clients
- 126
- High-net-worth clients
- 126
- Accounts
- 189
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Joseph H. RoddyManaging Director
- Shawn M. OnealManaging Director
- David SilverChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Bear Creek Asset Management, LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Bear Creek Securities LLC.
- Bear Creek Securities LLC ↗CRD 139941
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 15 | $3.0B | 58% |
| High-net-worth individuals | 126 | $1.9B | 36% |
| Pooled investment vehicles | 40 | $242M | 5% |
| Charitable organizations | 8 | $48M | <1% |
Private funds
Bear Creek Asset Management, LLC reports 40 private funds with $242M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Bear Creek Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bearcreekam.com ↗
AtlasMembers
The full record on Bear Creek Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 697 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bear Creek Asset Management, LLC manage?
Bear Creek Asset Management, LLC reports $5.2 billion in regulatory assets under management across 189 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Bear Creek Asset Management, LLC?
Bear Creek Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bear Creek Asset Management, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($3.0 billion, 15 clients); high-net-worth individuals ($1.9 billion, 126 clients); pooled investment vehicles ($242 million, 40 clients).
Does Bear Creek Asset Management, LLC manage private funds?
Yes. It reports 40 private funds with $242 million in gross assets, including private equity funds, real estate funds.
Does Bear Creek Asset Management, LLC have any disciplinary history?
Bear Creek Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bear Creek Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →