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BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677File 801-64862
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.