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BEAR CREEK ASSET MANAGEMENT, LLC

DENVER, CO · CRD 137677 · IAPD ↗ · bearcreekam.com · 303-459-7333

$5.19BRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
40Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — BEAR CREEK ASSET MANAGEMENT, LLC reported RAUM down 30% ($7.46B -> $5.19B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
March 2025 — BEAR CREEK ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
March 2025 — BEAR CREEK ASSET MANAGEMENT, LLC reported RAUM up 61% ($4.64B -> $7.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.