BEAR MOUNTAIN CAPITAL INC.

RIASEC RegisteredEst. 2018

Total AUM

$375M

Discretionary

$375M

100% of AUM

Avg account

$384K

Accounts

977

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 151151
Registered since: June 21, 2018
Website: bearmountaincapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI78.86%
Individuals17.41%
Pooled Investment Vehicles3.6%
Corporations / Businesses0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Bear Mountain Capital Inc. is an independent registered investment adviser that has been SEC-registered since 2018 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and it identifies itself as a capital allocator rather than a pure single-strategy manager. Fee arrangements include a percentage of assets under management and hourly charges. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third-party advisers. The firm does not position itself as an active ESG investor and is not classified as a multi-state adviser or pension consultant in the available data.