The BEAR CREEK ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $5.47Bn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. BEAR CREEK ASSET MANAGEMENT, LLC 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 decreased by 29.46% over the last 5-years.
The Group has been registered with the SEC for 20.68 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1200 17TH STREET SUITE 970, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 20 employees comprised of 20 investment and 0 non-investment staff. The total number of Employees increased by 122.22% over the last 5-years.
Their $5.47Bn in assets advised are owned by 43 private funds, 0 public funds and BDCs and 23 other accounts. Assets of Corporations or Other Businesses clients own $3.02Bn or 55.18% of Total Assets and High Net Worth Individuals own $1.88Bn or 34.34% of Total Assets.
The Group's top investment strategies include Real Estate, FI/Credit - Diverse and FI/Credit - Lending, representing 50.95%, 38.86% and 5.13% of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 40 private funds with $242.36mn in assets.
The Group discloses management fees and performance-based fees.
BEAR CREEK ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.