BULL & BEAR, LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
317904
Registered since
January 26, 2022

Firm profile

FINTRX

Overview

Bull & Bear, LP is a limited partnership that registered with the SEC in 2022 and is privately owned by an individual. The firm is not classified in conventional RIA buckets and does not present as a capital allocator or multi-state advisory platform. Public disclosures indicate Bull & Bear operates primarily through pooled investment vehicles: it lists roles as sponsor/GP and as a CPO or CTA, which points to a fund-centric business model rather than a traditional fee-for-advice retail practice. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Peter Lucey

    Managing MemberCRD 6646547

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
700 Milam St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth