← Directory
BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677File 801-64862
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.19B
Top 25% of cohort (national)
Discretionary AUM
$5.19B
Clients
189
189 accounts
Employees
8
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 29, 2005
- Principal office
- 1200 17TH STREET, SUITE 970, DENVER, CO, 80202
- Phone
- 303-459-7333
- Website
- https://www.bearcreekam.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.19B
- Discretionary AUM
- $5.19B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 189
- Non-discretionary accounts
- 0
- Total accounts
- 189
- AUM per client
- $27.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $3.02B |
| Charitable organizations | 8 | $48.4M |
| High net worth individuals | 126 | $1.88B |
| Pooled investment vehicles | 40 | $242.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 176 | 189 | increased by13 |
| Apr 1, 2026 | AUM | $7,457,031,060 | $5,188,928,260 | decreased by$2,268,102,800 |
| Apr 1, 2026 | Accounts | 176 | 189 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 179 | 176 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,780,095,000 | $7,457,031,060 | decreased by$6,323,063,940 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 179 | 176 | decreased by3 |
| Mar 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Mar 1, 2022 | AUM | $7,756,146,400 | $13,780,095,000 | increased by$6,023,948,600 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEAR CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEAR CREEK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.