Bull Bear Investment Management LLC

RIAState Registered
Total AUM
$66.6M
Discretionary
$66.6M
100% of AUM
Avg account
$322K
Accounts
207
Employees
3
Advisory reps
2

Firm details

Headquarters
Reston, Virginia
CRD number
174038
Registered since
January 26, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI66.52%
  • Individuals33.48%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bull Bear Investment Management LLC is an independent, limited liability wealth manager that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and serves individual and family clients. It is registered to do business in Florida, North Carolina, Ohio, Texas and Virginia and is structured with both a domestic-entity and individual ownership. Bull Bear also performs sponsor/GP roles for pooled investment vehicles rather than acting primarily as a large-scale capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Robert Wiedemer

    Robert Wiedemer

    Senior Investment AdvisorCRD 5785173

  • Cindy Spitzer

    Cindy Spitzer

    Registered Investment AdvisorCRD 6480875

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reston, VA

Fairfax

Location

Reston, VA

Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
1818 Library St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth