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BEAR CREEK FUND ADVISORS LLC

DENVER, CO · CRD 329844 · IAPD ↗ · bearcreekam.com · 303-459-7333

$282.5MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — BEAR CREEK FUND ADVISORS LLC reported RAUM up 45% ($195.0M -> $282.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2025 — BEAR CREEK FUND ADVISORS LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
May 2024 — BEAR CREEK FUND ADVISORS LLC (DENVER, CO) is newly SEC-registered with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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