DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bear Creek Asset Management, LLC
Latest filing Mar 24, 2026
First filing on the tape Mar 27, 2012 · 31 filings
SEC status approved since Nov 29, 2005
RAUM
$5.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
36%
$1.9B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$649M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
40
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$5.2B as of Mar 24, 2026
Mar 27, 2012$4.6B then
HNW client RAUM$1.9B as of Mar 24, 2026
Mar 22, 2018$1.7B then
State-registered IARs (5.B.3)8 as of Mar 24, 2026
Mar 27, 20120 then
Employees (5.A)8 as of Mar 24, 2026
Mar 6, 20138 then
Private funds40 as of Mar 24, 2026
Mar 27, 20125 then
RAUM -30% over the last fiscal year-5.6% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- $649MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 16derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $14.9MderivedHNW RAUM over HNW clients
- Average account
- $27.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -30%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $901M, 28 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$3.0B58%
- High-net-worth individuals$1.9B36%
- Pooled investment vehicles$242M4.7%
- Charitable organizations$48.4M0.9%
- Individual clients
- 0reported
- HNW clients
- 126reported
- Pension plan clients
- 0reported
- Charitable clients
- 8reported
- Accounts
- 189reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $901M for 28 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.36 fund_share=0.05 institutional_share=0.01 related_bd=true related_bank=true bd_reps=6.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joseph Hodgesmckenzie Roddy | Denver, Co | Jan 18, 2006 | 37 y | 0 |
| Shawn Michael Oneal | Denver, Co | Feb 24, 2006 | 32 y | 1 |
| William Trask JacksonChartered Financial Analyst | Denver, Co | Feb 2, 2007 | 36 y | 0 |
| Scott Mckinney | Denver, Co | Aug 25, 2011 | 15 y | 0 |
| David Silver | Denver, Co | Jul 27, 2012 | 14 y | 0 |
| Kevin Robert Tulk | Denver, Co | Mar 7, 2013 | 24 y | 1 |
| Derek Peters | Denver, Co | Jul 25, 2022 | 17 y | 0 |
| Jonathan David Stern | Denver, Co | Dec 25, 2023 | 19 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Kevin Robert Tulk from Waddell & ReedMar 7, 2013 · Other
- Shawn Michael Oneal from Piper Sandler & Co.Feb 24, 2006 · Other
Private funds
119 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bear Creek Lending Tch II, Lllpno longer reported | Hedge Fund | $62.0M | 19 | Aug 15, 2013 |
| Bear Creek Lending Tch II-2017, Lllpno longer reported | Hedge Fund | $60.0M | 23 | Mar 22, 2018 |
| Bear Creek Warehouse, LLC - Park Creek | Private Equity Fund | $55.0M | 54 | Feb 22, 2021 |
| Bear Creek Debt Warehouse, LLC - Emet-Southgate | Private Equity Fund | $37.0M | 21 | Mar 10, 2020 |
| Bc Schoolhouse Investors, LLC - Blythewood | $26.9M | 26 | Mar 24, 2026 | |
| Bear Creek Warehouse, LLC - Goca | Private Equity Fund | $25.9M | 40 | Feb 22, 2023 |
| Bear Creek Multi-Family Fund - Ballpark, Lllpno longer reported | Hedge Fund | $22.5M | 41 | Mar 6, 2013 |
| Bc Bridge Debt Warehouse II, LLC - Fund 3.0no longer reported | Private Equity Fund | $16.1M | 25 | Feb 7, 2022 |
| Bc Super Scooper, LLC | Private Equity Fund | $15.3M | 28 | Feb 22, 2023 |
| Bear Creek Lending 2012, Lllpno longer reported | Hedge Fund | $12.6M | 15 | Mar 6, 2013 |
| Bear Creek Warehouse, LLC - Gasc (Exempt) | Private Equity Fund | $11.1M | 21 | Mar 13, 2024 |
| Bear Creek Funding 2013-1, Lllpno longer reported | Hedge Fund | $10.9M | 6 | Aug 15, 2013 |
| Bear Creek Warehouse, LLC - Goca II | Private Equity Fund | $10.0M | 33 | Mar 13, 2024 |
| Bc Schoolhouse Investors, LLC - Charter 35no longer reported | Private Equity Fund | $9.0M | 19 | Feb 7, 2022 |
| Bear Creek Products 2010-1, Lllpno longer reported | Hedge Fund | $9.0M | 18 | Mar 27, 2012 |
| Bc Texas Debt Warehouse, LLC - Oceansideno longer reported | Hedge Fund | $8.8M | 5 | Mar 22, 2018 |
| Bc Bridge Debt Warehouse II, LLC - Las Brisas | $8.6M | 13 | Mar 24, 2026 | |
| Bc Schoolhouse Investors, LLC - Vistancia | $8.2M | 24 | Mar 24, 2026 | |
| Bear Creek Warehouse, LLC - Pivot | Private Equity Fund | $7.3M | 21 | Feb 22, 2023 |
| Bear Creek Warehouse, LLC - Twin Buttes | Private Equity Fund | $6.5M | 12 | Mar 21, 2017 |
| Bear Creek Municipal Bond Partners, Lllpno longer reported | Hedge Fund | $6.0M | 30 | Mar 27, 2012 |
| Bear Creek Warehouse, LLC - Rii - Dii | Private Equity Fund | $6.0M | 16 | Mar 10, 2020 |
| Bc Hangar Investors, LLCno longer reported | Private Equity Fund | $5.3M | 17 | Feb 7, 2022 |
| Bc Texas Debt Warehouse, LLC - Walnutno longer reported | Hedge Fund | $5.0M | 2 | Mar 22, 2018 |
| Bear Creek Warehouse, LLC - Olympus | $4.6M | 11 | Mar 24, 2026 | |
| Bear Creek Longhorn Housing, LLC - Windsor Pointeno longer reported | Hedge Fund | $4.1M | 13 | Mar 25, 2014 |
| Bear Creek Debt Warehouse, LLC - Twin Buttes | Private Equity Fund | $3.5M | 6 | Mar 22, 2018 |
| Bear Creek Products 2011-2, Lllpno longer reported | Hedge Fund | $3.2M | 6 | Mar 27, 2012 |
| Bear Creek Warehouse LLCno longer reported | Hedge Fund | $2.7M | 9 | Mar 6, 2013 |
| Bear Creek Warehouse, LLC - Gasc (Taxable) | Private Equity Fund | $2.5M | 7 | Mar 13, 2024 |
| Bear Creek Debt Warehouse, LLC - Highpointe II | Private Equity Fund | $2.5M | 4 | Feb 22, 2021 |
| Bear Creek Warehouse, LLC - Magnoliano longer reported | Hedge Fund | $2.2M | 6 | Mar 25, 2014 |
| Bc Partnership Investors, LLC | Real Estate Fund | $2.2M | 5 | Feb 22, 2021 |
| Bear Creek Products 2019-2 (Pta-E), Lllpno longer reported | Private Equity Fund | $2.1M | 22 | Mar 10, 2020 |
| Bear Creek Warehouse, LLC - Highpointe 2020 | Private Equity Fund | $1.8M | 8 | Feb 22, 2021 |
| Bear Creek Warehouse, LLC - Maple Ridge | Private Equity Fund | $1.5M | 7 | Mar 10, 2020 |
| Bc Texas Debt Warehouse, LLC - Columbia Greensno longer reported | Hedge Fund | $1.5M | 9 | Mar 21, 2017 |
| Bear Creek Warehouse, LLC - Mccomb | Private Equity Fund | $1.3M | 7 | Aug 2, 2018 |
| Bear Creek Warehouse, LLC - Highpointe | Private Equity Fund | $1.3M | 10 | Mar 21, 2017 |
| Bear Creek Debt Warehouse, LLC - Lincoln Stationno longer reported | Private Equity Fund | $1.3M | 2 | Mar 22, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Michael Shawn Oneal · Managing Directorcontrolsince 10/2005 · owns less than 5%
- Hodgesmckenzie Joseph Roddy · Managing Directorcontrolsince 09/2005 · owns less than 5%
- Michael Shawn Oneal · Managing Directorcontrolsince 10/2005 · owns 50% to 75% of Bear Creek Holding Company, LLC
- Hodgesmckenzie Joseph Roddy · Managing Directorcontrolsince 09/2005 · owns 25% to 50% of Bear Creek Holding Company, LLC
- David Silver · Chief Compliance Officersince 12/2013 · owns less than 5%
Entity owners
- Bear Creek Holding Company, LLC · Owning Entitydirect · owns 75% or more
Related persons
Schedule D 7.A
- Bcgp-2012, LLCpooled vehicle sponsorn
- Bcgp-2016, LLCpooled vehicle sponsorn
- Bcgp-2019 (Pta-E), LLCpooled vehicle sponsorn
- Bear Creek Management, LLCpooled vehicle sponsorn
- Bear Creek Resources Management, LLCpooled vehicle sponsorn
- Bear Creek Securities LLCbroker-dealern
Advisers that list Bear Creek Asset Management, LLC as a related person
- 329844 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM down advisors stableCombination · filing Mar 24, 2026RAUM fell 25 percent or more while the advisor count stayed within 5 percent: assets left without people leaving (a large client or institutional mandate, a fee change, or a reporting change). RAUM $7,457,031,060 to $5,188,928,260, advisors 8 to 8, private clients 107 to 126, offices 1 to 1 (2025-03-03 to 2026-03-24)peers: independent wealth managers, $5B to $20B (289)
- RAUM down 25 %Change between filings · filing Mar 24, 2026RAUM (Item 5.F) moved from $7,457,031,060 to $5,188,928,260 (-30.0%) between the annual amendments of 2025-03-03 and 2026-03-24; the peer median change was +18.0% (271 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $5B to $20B (271) · 0.7% percentile
What changed
consecutive filings, newest first
- Accounts · 176 to 189Mar 3, 2025 to Mar 24, 2026
- Corporate clients · 14 to 15Mar 3, 2025 to Mar 24, 2026
- HNW clients · 107 to 126Mar 3, 2025 to Mar 24, 2026
- Pooled vehicle clients · 47 to 40Mar 3, 2025 to Mar 24, 2026
- Assets in custody · $927M to $901MMar 3, 2025 to Mar 24, 2026
- Private funds · 47 to 40Mar 3, 2025 to Mar 24, 2026
- Discretionary RAUM · $7.5B to $5.2BMar 3, 2025 to Mar 24, 2026
- HNW RAUM · $1.8B to $1.9BMar 3, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $304M to $242MMar 3, 2025 to Mar 24, 2026
- RAUM · $7.5B to $5.2BMar 3, 2025 to Mar 24, 2026
- Accounts · 174 to 176Sep 13, 2024 to Mar 3, 2025
- Advisory employees · 9 to 8Sep 13, 2024 to Mar 3, 2025
- BD registered reps · 7 to 6Sep 13, 2024 to Mar 3, 2025
- Charity clients · 7 to 8Sep 13, 2024 to Mar 3, 2025
- Corporate clients · 12 to 14Sep 13, 2024 to Mar 3, 2025
- HNW clients · 104 to 107Sep 13, 2024 to Mar 3, 2025
- Pooled vehicle clients · 51 to 47Sep 13, 2024 to Mar 3, 2025
- Assets in custody · $2.7B to $927MSep 13, 2024 to Mar 3, 2025
- Employees · 9 to 8Sep 13, 2024 to Mar 3, 2025
- Insurance-licensed employees · 0 to 7Sep 13, 2024 to Mar 3, 2025
- Financial planning clients · unset to Sep 13, 2024 to Mar 3, 2025
- State-registered IARs · 9 to 8Sep 13, 2024 to Mar 3, 2025
- Other offices · 0 to 1Sep 13, 2024 to Mar 3, 2025
- Private funds · 51 to 47Sep 13, 2024 to Mar 3, 2025
- Discretionary RAUM · $4.6B to $7.5BSep 13, 2024 to Mar 3, 2025
- HNW RAUM · $1.8B to $1.8BSep 13, 2024 to Mar 3, 2025
- Pooled vehicle RAUM · $345M to $304MSep 13, 2024 to Mar 3, 2025
- RAUM · $4.6B to $7.5BSep 13, 2024 to Mar 3, 2025
- Related adviser · false to trueSep 13, 2024 to Mar 3, 2025
- Related bank · false to trueSep 13, 2024 to Mar 3, 2025
- BD registered reps · 8 to 7Feb 22, 2023 to Mar 13, 2024
- Charity clients · 6 to 7Feb 22, 2023 to Mar 13, 2024
- Corporate clients · 13 to 12Feb 22, 2023 to Mar 13, 2024
- HNW clients · 102 to 104Feb 22, 2023 to Mar 13, 2024
- Pooled vehicle clients · 53 to 51Feb 22, 2023 to Mar 13, 2024
- Assets in custody · $1.6B to $2.7BFeb 22, 2023 to Mar 13, 2024
- Private funds · 53 to 51Feb 22, 2023 to Mar 13, 2024
- Discretionary RAUM · $6.2B to $4.6BFeb 22, 2023 to Mar 13, 2024
- HNW RAUM · $1.5B to $1.8BFeb 22, 2023 to Mar 13, 2024
- Pooled vehicle RAUM · $518M to $345MFeb 22, 2023 to Mar 13, 2024
Signals
5 dated events
- Bear Creek Asset Management, Llc reported RAUM $5.2B, down 30% from $7.5B (2025-03-03 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- Bear Creek Asset Management, Llc reported RAUM $7.5B, up 61% from $4.6B (2024-09-13 to 2025-03-03)Mar 3, 2025 · RAUM change · derived
- Bear Creek Asset Management, Llc reported RAUM $6.2B, down 55% from $13.8B (2022-02-07 to 2023-02-22)Feb 22, 2023 · RAUM change · derived
- Bear Creek Asset Management, Llc reported RAUM $13.8B, up 78% from $7.8B (2021-02-22 to 2022-02-07)Feb 7, 2022 · RAUM change · derived
- Bear Creek Asset Management, Llc reported RAUM $7.5B, down 28% from $10.5B (2017-03-21 to 2018-03-22)Mar 22, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Bear Creek Asset Management, LLC · Independent Sponsorsshared crd · capital_provider
- Bear Creek Asset Management, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- bearcreekam.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-459-7333reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $649Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Bear Creek Asset Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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