BEAR CREEK ASSET MANAGEMENT, LLC

1200 17th Street
Suite 970
Denver, Colorado 80202
Tel: 303-459-7333

About BEAR CREEK ASSET MANAGEMENT, LLC

BEAR CREEK ASSET MANAGEMENT, LLC, formally registered with the SEC as BEAR CREEK ASSET MANAGEMENT, LLC. The firm was established in 11/29/2005. They have over 2 offices throughout the country.

BEAR CREEK ASSET MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $7,457,031,060 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137677
SEC#	801-64862
Assets Managed by Firm	$7,457,031,060
No. of Clients	176
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	176	$7,457,031,060
High net worth individuals	107	$1,787,685,600
Charitable organizations	8	$45,795,800
Corporations or other businesses	14	$5,319,955,840

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