Bullbear Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,100,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Bullbear Investment Management LLC provides discretionary investment management of stock and bond portfolios for individuals, businesses, institutions and trusts and does not impose a minimum account requirement. The firm’s client base notably includes individual investors — both non‑high‑net‑worth and high‑net‑worth clients — a mix that is uncommon for firms in this category.
The firm personalizes portfolios to each client’s risk tolerance and profile by constructing blended portfolios of individual stocks and ETFs across geographies, styles and capitalizations, and allocating a small‑to‑mid portion to bond ETFs for diversification. Investment decisions draw on fundamental, macroeconomic and technical analysis and are implemented on a discretionary, long‑term (buy‑and‑hold) basis.
Operationally, Bullbear is a small firm with just over $2.1 million in discretionary assets under management and a single investment adviser representative, and it uses an online custodian that handles trade execution and automatic fee invoicing. Distinctive administrative features noted in the brochure include no participation in wrap programs, no soft‑dollar arrangements, custodial automatic fee withdrawals and a policy of not voting client proxies.
Client services
Portfolio management
Expertise
Passive / index investing
Occupation focus
Self-Employed
Fee options
$0 - $50,000: 2% $50,000+: 1%
Main office location
Bullbear Investment Management, LLC
1901 Avenue Of The Stars 2 Nd Floor
Los Angeles CA 90067, United States
Number of offices
1
Most active in
Bullbear Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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