RIA Intel›Advisers›Virginia›BULL BEAR INVESTMENT MANAGEMENT LLC

BULL BEAR INVESTMENT MANAGEMENT LLC

Advisory

RESTON, VA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in VA
#512
of 588 advisers by AUM
AUM change, 1 year
-28.3%
10th percentile in VA
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$322K
across 207 accounts
AUM per adviser
$33M
2 advisers
Filing history
13
filings since 2015

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$67M
1-Year AUM Growth
-28.3%
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients142
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingJan 13, 2015
Latest FilingMar 26, 2026
Full AUM trend chart and 13 historical filings spanning 11+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC, OH, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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