SourcingSourcing

BEAR CREEK FUND ADVISORS LLC

C31
CRD 329844·SEC 801-129984·DENVER, CO
AUM
$282.5M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$848K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEAR CREEK FUND ADVISORS LLC
CRD
329844
SEC file #
801-129984
EIN
—
DBA names
—

Economics

AUM
$282.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$195.0M → $282.5M▲ +45%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
11 advisors → 12 advisors▲ +9%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
bearcreekam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BC FUNDCO LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BC FUNDCO LLC
SILVER, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BEARCREEKAM.COM
Rdap Domain Creation Date
2005-10-01T22:51:30Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Northern Trust4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-01T22:51:30Z
Rdap Domain Last Changed
2021-09-13T16:24:36Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (7)

7
Stern, Jonathan, David
IAR · Executive Officer · 2.5%
6316965
TULK, KEVIN, ROBERT
IAR · Executive Officer · 2.5%
4544560
SILVER, DAVID
IAR · Executive Officer · 2.5%
6060455
Derek Peters
IAR
7526848
SCOTT MCKINNEY
IAR
5958417
ONEAL, SHAWN, MICHAEL
IAR
1651154
RODDY, JOSEPH, HODGESMCKENZIE
IAR
1942879