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DS

David Silver

BEAR CREEK ASSET MANAGEMENT
Denver, CO 80202
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CRD#: 6060455
DS

Professional summary


David Silver 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.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. David has worked at 3 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.

top-8-questions

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.
David Silver (started 2012) 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. Silver 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. Silver is associated with and the business activities Mr. Silver performs as an employee of Bear Creek Asset Management, LLC.Mr. Silver 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. Silver manages the operations of the following entities: Bear Creek Holding Company, LLC (2023), BC Overhead Inc. (2023), and Bear Creek PF, LLC (2023).These are investment related: Mr. Silver 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 (2023), WELDCO Land Investors, LLC (2023), WELDCO Bond Investors, LLC (2023), WC Limited Holdings, LLC (2023), FEG Investors, LLC (2023), 17th Street CBD Investors, LLC (2023), Tri-Pointe Commercial Investors, LLC (2023), BC MOB Manager, LLC (2023), BC MOB Investors, LLC (2023), Lone Star Investors, LLC (2023), HL Canal Investors, LLC (2023), and Tri-Pointe Land Investors (2024).Mr. Silver in 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. Silver spends approximately 40 hours/month primarily during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Silver's CRS (Customer Relationship Summary).
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®
None

Experience


Current

July 27, 2012 - Present

BEAR CREEK ASSET MANAGEMENT, LLC

Office #1: 1200 17th Street Suite 970, Denver, CO 80202
RIA
CRD#: 137677
Denver, CO
Current

April 24, 2024 - Present

BEAR CREEK FUND ADVISORS LLC

Office #1: 1200 17th Street Suite 970, Denver, CO 80202
RIA
CRD#: 329844
Denver, CO
Current

June 18, 2012 - Present

BEAR CREEK SECURITIES LLC

Office #1: 1200 17th Street Suite 970, Denver, CO 80202
BD
CRD#: 139941
Denver, CO

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

RR
Colorado
(6/18/2012)
IAR
Colorado
(7/27/2012)
IAR
Delaware
(3/5/2013)
RR
Delaware
(11/16/2017)
IAR
Texas
(3/15/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/2012
General Securities Principal Examination
Principal/Supervisory 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BEAR CREEK ASSET MANAGEMENT, LLC (3/3/2025)

Regulatory assets under management


Total Number of Accounts176
AUM (Assets Under Management)$ 7,457,031,060

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/08/2025
Cover Page
09/13/2024
11/20/2023
12/15/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BEAR CREEK ASSET MANAGEMENT, LLC

CRD#: 137677Denver, CO 80202

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