{
  "crd_number": 308460,
  "slug": "blue-bear-investment-group-llc-jackson-wy-308460",
  "primary_business_name": "BLUE BEAR INVESTMENT GROUP, LLC",
  "legal_name": "BLUE BEAR INVESTMENT GROUP, LLC",
  "dbas": [],
  "city": "Jackson",
  "state": "WY",
  "country": "United States",
  "cbsa_code": "27220",
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2023-03-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://bluebearcap.com",
    "https://linkedin.com/company/blue-bear-capital-llc",
    "https://twitter.com/BlueBearCap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308460",
  "city_as_filed": "JACKSON",
  "url": "https://advisorcensus.com/firm/blue-bear-investment-group-llc-jackson-wy-308460",
  "display_name": "Blue Bear Investment Group, LLC",
  "summary": "Blue Bear Investment Group, LLC is an exempt reporting adviser in Jackson, WY, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Blue Bear Investment Group, LLC (CRD 308460): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Blue Bear Investment Group, LLC located?",
      "a": "Blue Bear Investment Group, LLC's principal office is in Jackson, WY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Blue Bear Investment Group, LLC report to regulators?",
      "a": "Blue Bear Investment Group, LLC is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 308460."
    },
    {
      "q": "Does Blue Bear Investment Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308460"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blue-bear-investment-group-llc-jackson-wy-308460.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308460",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}