Joseph Hodgesmckenzie Roddy

Current Employers

Employment History

• 11/2005 → Present
  Bear Creek Asset Management, Llc
  Denver, CO
• 02/2006 → Present
  Bear Creek Securities, Llc
  Denver, CO

Other Businesses

Joseph Roddy (started 2006) is an Investment Adviser Representative and is a Managing Director of Bear Creek Asset Management, LLC (CRD #137677 / SEC #801-64862).The address of the business is: 1200 17th Street, Suite 970 Denver, CO 80202. Bear Creek Asset Management, LLC is an SEC Registered Investment Adviser and this is an investment-related business.Bear Creek Asset Management, LLC is an affiliate of Bear Creek Securities, LLC. Mr. Roddy spends approximately 160 hours a month on his activities at Bear Creek Asset Management, LLC, which are mostly during securities trading hours. Please refer to the most recently filed Form ADV for Bear Creek Asset Management, LLC at www.advisorinfo.sec.gov for more information on the private fund entities managed and the business activities Mr. Roddy performs as an employee of Bear Creek Asset Management, LLC.Mr. Roddy spends less than 3 hours a month on the activities below & minimal hours during securities trading hours.The address of the activities is 1200 17th Street, Suite 970, Denver, CO 80202.These are not investment related:Joseph Roddy assisted in the formation of the entities below and manages the operations of the following entities. Mr. Roddy is the Manager of the following: Bear Creek Holding Company, LLC (2005), Wahoo LLC (2009), and Bear Creek PF, LLC (2014). Mr. Roddy is the Treasurer and Secretary of BC Overhead Inc. (2009). These are investment related:Joseph Roddy is the Manager of the following entities and is responsible for monitoring and managing the investments within the entities: Lone Star Investors, LLC (2016), FEG Investors, LLC (2019), 17th Street CBD Investors, LLC (2019), WELDCO Holdings, LLC (2020), WELDCO Bond Investors, LLC (2020), WELDCO Land Investors, LLC (2020), WC Limited Holdings, LLC (2020), BC MOB Manager, LLC (2021), BC MOB Investors, LLC (2021), Tri-Pointe Commercial Investors, LLC (2021), and Tri-Pointe Land Investors (2024).Mr. Roddy is the Trustee for several Roddy Family Trusts (2014) due to his family relationship with the beneficiaries of the Trusts.Mr. Roddy is an Investment Adviser Representative (2023) of Bear Creek Fund Advisors LLC (CRD #329844 / SEC #801-129984). The address is 1200 17th Street, Suite 970, Denver, CO 80202 and the business is investment-related. Mr. Roddy spends approximately 5 hours/month primarily during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-17
• S63 Uniform Securities Agent State Law Examination
  1989-05-04