KT
Kevin R. Tulk
BEAR CREEK ASSET MANAGEMENT
Denver, CO 80202
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CRD#: 4544560
KT
Professional summary
Kevin Robert Tulk is a registered financial advisor currently at BEAR CREEK ASSET MANAGEMENT, LLC located in Denver, Colorado and BEAR CREEK FUND ADVISORS LLC located in Denver, Colorado.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Kevin Tulk (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. Tulk 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 entities Mr. Tulk is associated with and the business activities Mr. Tulk performs as an employee of Bear Creek Asset Management, LLC. Mr. Tulk spends less than 3 hours a month on the activities below & minimal hours during securities trading hours.Theaddress of the activities is 1200 17th Street, Suite 970, Denver, CO 80202.These are not investment related: Mr. Tulk manages the operations of the following entities: Bear Creek Holding Company, LLC (2023), BC Overhead Inc. (2023), Bear Creek PF, LLC (2023), 18 Morning Glory, LLC (2024).These are investment related: Mr. Tulk is the Manager of the following entities and responsible for monitoring and managing the investments within the entities: HL II Manager, LLC (2023), WELDCO Holdings, LLC (2020), WELDCO Land Investors, LLC (2020), WELDCO Bond Investors, LLC (2023), WC Limited Holdings, LLC (2023), FEG Investors, LLC (2019), 17th Street CBD Investors, LLC (2023), Tri-Pointe Commercial Investors, LLC (2021), BC MOB Manager, LLC (2023), BC MOB Investors, LLC (2021), HL Canal Investors, LLC (2021), Lone Star Invetors, LLC (2023), and Tri-Pointe Land Investors (2024) .Mr. Tulk 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. Tulk spends approximately 40 hours/month primarily during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Robert Tulk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 29, 2006 - Present
BEAR CREEK ASSET MANAGEMENT, LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202RIA
CRD#: 137677
Denver, CO
Current
April 24, 2024 - Present
BEAR CREEK FUND ADVISORS LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202RIA
CRD#: 329844
Denver, CO
Current
January 24, 2007 - Present
BEAR CREEK SECURITIES LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202BD
CRD#: 139941
Denver, CO
Past
July 22, 2003 - March 21, 2006
AMERICUS INVESTMENT CORP.
BD
CRD#: 38636
ATLANTA, GA
Past
August 6, 2002 - November 7, 2002
WADDELL & REED
RIA
CRD#: 866
BOULDER, CO
Past
July 2, 2002 - November 7, 2002
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(11/29/2006)
RR
Colorado(1/24/2007)
IAR
Delaware(3/7/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 17th Street Suite 970, Denver, CO 80202
Mailing Address
Phone number
(303) 459-7333
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 7,457,031,060 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 09/13/2024 | ||
| 11/20/2023 | ||
| 12/15/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
