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Bearing Financial Advisors
Bearing Ventures is a boutique family office and venture capital firm. It partners with entrepreneurs in technology and eCommerce. The firm has made 4...
Bearing Financial Advisors
Bearing Ventures is a boutique family office and venture capital firm. It partners with entrepreneurs in technology and eCommerce. The firm has made 4 investments, including a Series C investment in Cart.com on March 03, 2022.
General information
Firm type
Venture Capital
Location
Region
North America
Country
United States
City
Austin
Corporate office
9390 Research Blvd Kaleido I Ste 330, Austin, TX 78759, United States
Sector focus
Frequently asked questions
Who makes investment decisions at Bearing Financial Advisors?
The firm's website does not name any individual principals or an investment committee. It states the team has over 30 years of combined experience in banking, finance, and investments, but does not list specific names or titles.
What types of clients does Bearing Financial serve?
Bearing Financial serves a diverse client base of individuals, families, and businesses, per the firm's website. Its services are designed to address the financial goals of each, with tailored financial planning and investment management.
Does Bearing Financial use a fiduciary standard?
The firm claims independence as a core value, stating it puts clients' best interests first, but its website does not explicitly state a fiduciary standard or disclose its regulatory registration. As an RIA, it is likely held to a fiduciary duty.
How does Bearing Financial charge for its services?
The firm's website does not disclose its fee structure. Typical independent RIAs charge a percentage of assets under management or hourly fees, but Bearing Financial does not publicly specify its billing model.
What is the geographic reach of Bearing Financial?
The firm operates solely from its office at 9390 Research Blvd Ste 330, Austin, TX 78759. Its website makes no mention of clients outside the Austin area or any additional office locations.
Does Bearing Financial offer direct investment in private companies?
No. The firm's service list includes investment management and financial planning, but no mention of private equity, venture capital, or direct co-investments. It appears focused on traditional public market allocations and financial planning.
How does Bearing Financial's independence affect its investment approach?
The firm states its independence allows it to tailor services without proprietary product pressure, meaning it can select investments based on client needs rather than internal sales targets. This is a structural differentiator from wirehouse advisors.
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