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Current Employers
Bear Creek Fund Advisors Llc

1200 17Th Street Suite 970, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-24
  • CO RA
    APPROVED
    Since 2024-04-24

Branch Locations

1200 17Th Street Suite 970, Denver, CO 80202 • United States

Bear Creek Asset Management, Llc

1200 17Th Street Suite 970, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-03-15
DE RA APPROVED 2013-03-07
CO RA APPROVED 2006-02-24
  • TX RA
    APPROVED_RES
    Since 2016-03-15
  • DE RA
    APPROVED
    Since 2013-03-07
  • CO RA
    APPROVED
    Since 2006-02-24

Branch Locations

1200 17Th Street Suite 970, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bear Creek Asset Management Denver CO 02/2006 Present
Bear Creek Securities Llc Denver CO 02/2006 Present
  • 02/2006 → Present
    Bear Creek Asset Management
    Denver, CO
  • 02/2006 → Present
    Bear Creek Securities Llc
    Denver, CO
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-17
S63 Uniform Securities Agent State Law Examination 1994-07-11
  • S66 Uniform Combined State Law Examination
    2006-01-17
  • S63 Uniform Securities Agent State Law Examination
    1994-07-11
Other Names
  • Shawn Oneal

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