Bull Bear Investment Management LLC

Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high‑net‑worth clients, managing about $66.6 million for roughly 142 clients with two registered advisors and a $100,000 account minimum. As with most peers, it charges percentage‑of‑assets fees billed quarterly for customized asset management services.

The firm’s investment process blends charting, fundamental and technical analysis and can employ long‑term, short‑term and frequent trading strategies; advisors may also recommend leveraged stock‑index ETFs in appropriate accounts. Accounts are typically managed on a discretionary basis, custodial and execution services are routed through Schwab Institutional, and clients may impose reasonable restrictions on holdings.

Bull Bear is notable among similar supported firms for its formal affiliations with other investment entities: it shares personnel, offices and proprietary research with an affiliated manager that sponsors four private pooled funds and receives performance‑based compensation (including potential carried interest), and it licenses trading‑system IP through an affiliated IP entity. The firm’s brochure discloses a recent regulatory matter involving affiliated entities that resulted in a Virginia State Corporation Commission settlement requiring wind‑down, valuation and audit actions, and it describes policies intended to address the resulting conflicts created by its fund, publishing and IP affiliations.