Bull Market Investment Management, Inc.

RIAState Registered
Total AUM
$32.3M
Discretionary
$32.3M
100% of AUM
Avg account
$152K
Accounts
213
Employees
6
Advisory reps
8

Firm details

Headquarters
Miami, Florida
CRD number
288871
Registered since
July 24, 2017
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Non-Investment Grade Corp Bonds 32%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 10%, US Government Bonds 3%42%
  • Exchange Traded Equities42%
  • Non-Investment Grade Corp Bonds32%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents10%
  • US Government Bonds3%

Owners & executives

1 of 1
  • Lautaro Marra

    Chief Executive OfficerCRD 6510408

Contacts

3 of 7
  • Providencia Mordan

    Providencia Mordan

    General Securities PrincipalCRD 5854740

  • Pedro Arduino

    Sales TraderCRD 6780502

  • Maximiliano Suarez

    Maximiliano Suarez

    Investment Adviser RepresentativeCRD 6872826

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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