BEAR CREEK ASSET MANAGEMENT, LLC
B54
CRD 137677·SEC 801-64862·DENVER, CO
AUM
$5.19B
$1B+
Est. Revenue
$51.9M
@ 1% on AUM
Est. EBITDA
$15.6M
@ 30% margin
Est. Deal Value
$124.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $7.72B
'21 · $6.91B
'22 · $13.78B
'23 · $13.78B
'25 · $7.46B
'26 · $5.19B
'20'26
$7.72B → $5.19B▼ -33%
Client mix
| Individuals High Net Worth | 126 |
| Pooled Investment Vehicles | 40 |
| Corporations | 15 |
| Charitable Organizations | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 11 advisors
'21 · 11 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
11 advisors → 8 advisors▼ -27%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.