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1200 17Th Street Suite 970, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-24 |
Branch Locations
1200 17Th Street Suite 970, Denver, CO 80202 • United States
1200 17Th Street Suite 970, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-15 |
| DE | RA | APPROVED | 2013-03-07 |
| CO | RA | APPROVED | 2006-02-24 |
Branch Locations
1200 17Th Street Suite 970, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Creek Asset Management | Denver | CO | 02/2006 | Present |
| Bear Creek Securities Llc | Denver | CO | 02/2006 | Present |
Shawn O'Neal (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. O'Neal 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 and the business activities Mr. O'Neal performs as an employee of Bear Creek Asset Management, LLC. Mr. O'Neal spends less than 3 hours a month on the activities below and minimal time during securities trading hours. The address of the activities is 1200 17th Street, Suite 970, Denver, CO 80202.These are not investment related:Mr.O'Neal assisted in the formation of the entities below and manages the operations of the following entities. Shawn O'Neal is the Manager of the following: Bear Creek Holding Company, LLC (2005), Bear Creek PF, LLC (2014).Mr. O'Neal is the President of BC Overhead Inc. (2014).These are investment related:Shawn O'Neal 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), Pinedale Oil and Gas Investors, LLC (2005), Green Acres Properties, LLC (2016), 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. O'Neal is the Trustee for several O'Neal Family Trusts (2012) due to his family relationship with the beneficiaries of the Trusts.Mr. O'Neal 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. O'Neal spends approximately 5 hours/month primarily during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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