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| Bear Mountain Capital Inc
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|
|---|---|
| CRD # | 151151 |
| SEC # | 801-113478 |
| CIK # | |
| AUM | $280.6 MM (2023-02-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 206-420-3713 |
| Address | 2001 6th Avenue Seattle, WA 98121 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Canyon Creek Investment Fund I LLC | 2018-05-21 | 8.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 67.6 |
| (b) Individuals (high net worth individuals) | 74 | 203.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 280.6 |
| By Discretionary | ||
| Discretionary | 875 | 279.9 |
| Non-Discretionary | 2 | 0.8 |
| Total | 877 | 280.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.6 | |
| Total | 877 | 280.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Portfolio Advisory Council LLC
✚
|
TX | 0.3 |
|
Riverstone Advisors LLC
✚
|
TX | 0.3 |
|
Cargile Investment Management Inc
✚
|
TX | 0.3 |
|
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
|
Capasso Planning Partners LLC
✚
|
SC | 0.3 |
|
Mayfair Advisory Group LLC
✚
|
AL | 0.3 |
|
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
West Michigan Advisors LLC
✚
|
MI | 0.3 |