BEAR MOUNTAIN CAPITAL INC.
C37
CRD 151151·SEC 801-113478·SEATTLE, WA
AUM
$375.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $156.1M
'21 · $183.6M
'22 · $223.7M
'23 · $281.3M
'25 · $309.7M
'26 · $375.0M
'20'26
$156.1M → $375.0M▲ +140%
Client mix
| Individuals Other | 141 |
| Individuals High Net Worth | 91 |
| Pooled Investment Vehicles | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
4 advisors → 5 advisors▲ +25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
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 (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2001 6TH AVENUESTE 2401SEATTLE, WA 98121
Business
2001 6TH AVENUESTE 2401SEATTLE, WA 98121
Edgar Recent Filings
13F-HR2026-05-12 · 0002009419-26-000002
13F-HR2026-01-22 · 0002009419-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited