The BEAR MOUNTAIN CAPITAL is a privately held investment adviser that advises $375mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BEAR MOUNTAIN CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 68.08% over the last 5-years.
The Group has been registered with the SEC for 8.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1700 7TH AVE SUITE 1620, SEATTLE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $375mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $295.74mn or 78.86% of Total Assets and Individuals own $65.28mn or 17.41% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
BEAR MOUNTAIN CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.