DP
Derek Peters
BEAR CREEK ASSET MANAGEMENT
Denver, CO 80202
Some features on this profile are disabled
CRD#: 7526848
DP
Professional summary
Derek Peters 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.
Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Derek has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
Derek Peters is a Member in Midwest Invest, LLC and the business is invesment-related. Midwest Invest, LLC is located in Denver, Colorado. Derek has worked at Midwest Invest, LLC since October 2019. Mr. Peters spends approximately 5 hours a month working at Midwest Invest, LLC and spends zero hours during securities trading hours. Derek Peters (started 2022) is registered as 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. Peters spends approximately 150 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. Peters is associated with and the business activities Mr. Peters performs as an employee of Bear Creek Asset Management, LLC. Derek Peters (started 2022) is an Officer at Deer Creek Church. The address of the business is 8131 S. Pierce Street, Littleton, CO 80128. The business is not investment-related and Mr. Peters will not receive, or expect to receive, any compensation for his position. Mr. Peters spends approximately 10 hours a month to the business, which are outside of securities trading hours. Mr. Peters is an Investment Adviser Representative (2024) 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. Peters spends approximately 5 hours/month primarily during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Derek Peters'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
July 25, 2022 - 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
June 14, 2022 - Present
BEAR CREEK SECURITIES LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202BD
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(6/14/2022)
IAR
Colorado(7/25/2022)
RR
Delaware(7/25/2022)
IAR
Delaware(7/25/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/14/2022
General Securities Representative ExaminationGeneral 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
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.
