Bull Market Investment Management, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 288871
- Registered since
- July 24, 2017
- Website
- bullmarketus.com
- Custodians
- STONEX FINANCIAL INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI37.05%
- Individuals28.64%
- Corporations / Businesses17.29%
- Pooled Investment Vehicles17.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bull Market Investment Management, Inc. is a Florida-registered corporate investment adviser that manages portfolios for individuals and families as well as institutional clients. The firm provides discretionary portfolio management across separately managed accounts and pooled investment vehicles, and it also advises businesses or institutional clients. Its ownership structure is a mix of a foreign entity and an individual. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm does not position itself as an active ESG investor. Bull Market maintains industry affiliations that include broker-dealer relationships and links with other investment advisers. Its advisory activity covers traditional portfolio management for individuals and small businesses as well as management of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Non-Investment Grade Corp Bonds32%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents10%
- US Government Bonds3%
Owners & executives
1 of 1Lautaro Marra
Chief Executive OfficerCRD 6510408
Contacts
3 of 7
Providencia Mordan
General Securities PrincipalCRD 5854740
Pedro Arduino
Sales TraderCRD 6780502

Maximiliano Suarez
Investment Adviser RepresentativeCRD 6872826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 175 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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