Bull & Bear Advisors LLC

Overview

Bull & Bear Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor. Although Bull & Bear is not described as a capital allocator, its practice includes directing client money into third‑party funds across a range of alternative strategies (see Investments & Alternatives). The firm's operational footprint and service mix suggest a boutique adviser focused on managed portfolios and planning for private clients rather than institutional consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices