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Bearing Asset Management (Dallas)


Bearing Asset Management is an adviser based in Dallas. It manages $47 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.

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Bearing Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bearing Asset Management: assets under management

The assets under management (AUM) of Bearing Asset Management is $47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47 million each.
Bearing Asset Management has custody of $47 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bearing Asset Management for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Bearing Asset Management performs its advisory services is located at 2828 Hood St, Dallas, TX 75219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-731-7190. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.bearingasset.com.


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