# Bull & Bear

Bull & Bear is an Asset Manager based in Houston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Undisclosed
- **Website:** bull-bear.com

## Regulatory record

- **CRD number:** 174038
- **SEC file number:** 801-80879
- **Registration status:** Registered
- **Reports private funds:** No

## About

Bull & Bear is an SEC-registered investment adviser in Reston, VA. The firm manages approximately $67 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### What services does Bull & Bear offer?

The firm's public website states a mission to educate clients and help them manage assets to achieve financial goals. Beyond this general advisory and wealth management framing, specific services are not listed publicly. All detailed information sits behind a client login portal.

### What is Bull & Bear's investment strategy?

The firm's investment strategy is not publicly documented. Without access to client-facing materials or regulatory disclosures like a Form ADV, its asset allocation approach, risk framework, and product set remain unknown to external observers.

### Does Bull & Bear manage institutional capital or only private wealth?

The firm's public posture is oriented toward individual client relationships, but no explicit distinction between retail, high-net-worth, or institutional mandates is made on its accessible materials. Its client composition cannot be verified externally.

### How much does Bull & Bear manage?

Bull & Bear does not disclose its assets under management. No regulatory filing or third-party data source provides a public AUM figure, and the firm has not responded to external inquiries on this point.

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Updated: 2026-07-10T21:01:43.000Z

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