CRD: 141513
Bullbear Investment Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-22-2006
- Office Locations
- 1
Office Locations
About Bullbear Investment Management, LLC
BullBear Investment Management, LLC is a registered investment adviser providing individualized management of separately held stock portfolios for individuals, trusts, and institutions. Portfolios are built around diversified, long-term growth companies using rigorous financial analysis and an intrinsic-value discipline—buying at a discount and selling at a premium—to protect and grow wealth across bull and bear markets. Led by CFA charterholder Ronald T. Theda; custody includes Interactive Brokers.
Team overview
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Custodian
Investment Themes
Services
Technology
Owner & Executives
RONALD T. THEDA
Managing Member, Owner
- CRD
- #4724879
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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