BULL MARKET INVESTMENT MANAGEMENT, INC.

Overview

Bull Market Investment Management, Inc. is a small corporate registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients. The firm favors equity-centric allocations, running separately managed accounts and pooled strategies that lean toward exchange-traded instruments. Its client base mixes individual and family investors with institutional relationships, and its fee schedules include percentage-of-AUM, fixed fees and performance-based fees. Bull Market Investment Management, Inc. does not identify as an active ESG investor and is not listed as a multi-state adviser; it also does not operate as a capital allocator. The firm’s advisory activity centers on portfolio construction and ongoing management rather than primary capital raising or long-term principal investing. Given the emphasis on exchange-traded equities and SMA assets, Bull Market Investment Management, Inc. appears to prioritize liquid, tradable positions that can be managed on a discretionary basis across client accounts.

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Public Holdings

Investments & Alternatives

Location & Offices