{
  "crd_number": 141513,
  "slug": "bullbear-investment-management-llc-los-angeles-ca-141513",
  "primary_business_name": "BULLBEAR INVESTMENT MANAGEMENT, LLC",
  "legal_name": "BULLBEAR INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2006-11-22",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 3100000.0,
  "raum_discretionary": 3100000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 600000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 2500000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "OR"
  ],
  "websites": [
    "https://bullbearinvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141513",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/bullbear-investment-management-llc-los-angeles-ca-141513",
  "display_name": "Bullbear Investment Management, LLC",
  "summary": "Bullbear Investment Management, LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Bullbear Investment Management, LLC (CRD 141513): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bullbear Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bullbear Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bullbear Investment Management, LLC located?",
      "a": "Bullbear Investment Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Bullbear Investment Management, LLC registered with the SEC or a state?",
      "a": "Bullbear Investment Management, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141513."
    },
    {
      "q": "How much does Bullbear Investment Management, LLC manage?",
      "a": "Bullbear Investment Management, LLC reports $3,100,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "Does Bullbear Investment Management, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141513"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bullbear-investment-management-llc-los-angeles-ca-141513.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 600000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 2500000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/141513",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}