Bull Bear Investment Management Llc
- Regulatory AUM
- $66.6M
- Discretionary
- $66.6M
- Clients
- 142
- Avg AUM / client
- $469K
- Accounts
- 207
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 111 | $22.3M | 33.5% |
| High net worth individuals | 31 | $44.3M | 66.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Baycare Clinic 401(k) Retirement Savings Plan Baycare Clinic, L.L.P. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Andrew Wiedemer | Managing Member And Chief Compliance Officer | Dec 2014 (12y) | 50% – 75% | |
| Wiedemer, John, David | Managing Member | Dec 2014 (12y) | 25% – 50% | |
| Cindy Sharon Spitzer | Registered representative | Jan 2017 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Baycare Clinic 401(k) Retirement Savings Plan | Baycare Clinic, L.L.P. | 957 | $316M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $66.6M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗