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 Fund Advisors LLC
Latest filing May 1, 2026
First filing on the tape Mar 25, 2024 · 6 filings
SEC status approved since Apr 24, 2024
RAUM
$283M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$40.4M
derived; firm RAUM over IAPD count
Employees
12
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$283M as of May 1, 2026
Feb 28, 2025$195M then
HNW client RAUM: no history
State-registered IARs (5.B.3)7 as of May 1, 2026
Feb 28, 20257 then
Employees (5.A)12 as of May 1, 2026
Feb 28, 202511 then
Private funds3 as of May 1, 2026
Feb 28, 20252 then
RAUM +45% over the last fiscal yearIARs 7 to 7
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
- RAUM per advisor
- $40.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $94.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +45%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$283M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=5.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bear Creek Strategic Real Assets Fund LP | Private Equity Fund | $0 | 0 | Mar 25, 2024 |
Owners and control persons
Schedule A and B, latest filing
- David Silver · Chief Compliance Officer, Chief Financial Officer, Managing Membercontrolsince 07/2023 · owns less than 5%
- David Jonathan Stern · Managing Membercontrolsince 07/2023 · owns less than 5%
- Robert Kevin Tulk · Managing Membercontrolsince 07/2023 · owns less than 5%
- Michael Shawn Oneal · Managing Member Of Bc Fundco LLCcontrolsince 10/2023 · owns 25% to 50% of Bc Fundco LLC
- Hodgesmckenzie Joseph Roddy · Managing Member Of Bc Fundco LLCcontrolsince 10/2023 · owns F of Bc Fundco LLC
- David Jonathan Stern · Managing Member Of Bc Fundco LLCcontrolsince 10/2023 · owns 25% to 50% of Bc Fundco LLC
Entity owners
- Bc Fundco LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Bear Creek Asset Management, LLCinvestment adviserpooled vehicle sponsornRAUM $5.2B
- Bear Creek Securities LLCbroker-dealern
- Bear Creek Sraf Gp LLCbankpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 23, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-02-28 and 2026-03-23; the peer median change was 0.0% (735 comparable advisers, 95.0th percentile of changes)peers: asset managers, $100M to $500M (735) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3May 1, 2025 to Mar 23, 2026
- Advisory employees · 11 to 12May 1, 2025 to Mar 23, 2026
- Pooled vehicle clients · 2 to 3May 1, 2025 to Mar 23, 2026
- Employees · 11 to 12May 1, 2025 to Mar 23, 2026
- Private funds · 2 to 3May 1, 2025 to Mar 23, 2026
- Discretionary RAUM · $195M to $283MMay 1, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $195M to $283MMay 1, 2025 to Mar 23, 2026
- RAUM · $195M to $283MMay 1, 2025 to Mar 23, 2026
- Financial planning clients · unset to Feb 28, 2025 to May 1, 2025
- Accounts · unset to 2.0Sep 13, 2024 to Feb 28, 2025
- Advisory employees · 8 to 11Sep 13, 2024 to Feb 28, 2025
- Pooled vehicle clients · 1 to 2Sep 13, 2024 to Feb 28, 2025
- Employees · 8 to 11Sep 13, 2024 to Feb 28, 2025
- Private funds · 1 to 2Sep 13, 2024 to Feb 28, 2025
- Discretionary RAUM · unset to 195034005.0Sep 13, 2024 to Feb 28, 2025
- Non-discretionary RAUM · unset to 0.0Sep 13, 2024 to Feb 28, 2025
- Pooled vehicle RAUM · $0 to $195MSep 13, 2024 to Feb 28, 2025
- RAUM · unset to 195034005.0Sep 13, 2024 to Feb 28, 2025
Signals
1 dated events
- Bear Creek Fund Advisors Llc filed its initial SEC registration (Form ADV)Mar 25, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Bear Creek Fund Advisors LLC · Independent Sponsorsshared crd · capital_provider
- Bear Creek Fund Advisors 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, May 1, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $40.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026