BULLSEYE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 153990
- Registered since
- July 2, 2014
- Website
- www.bullseye-am.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans86.48%
- Pooled Investment Vehicles12.9%
- Other0.52%
- Individuals0.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bullseye Asset Management LLC is a privately owned LLC that operates as a hedge fund manager and portfolio adviser. Registered with the SEC in 2014, the firm serves institutional clients and provides portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its compensation includes both a percentage of assets under management and performance-based fees, consistent with an active manager that also sponsors and operates pooled vehicles (listed as sponsor/GP/managing member in filings). Bullseye does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Contacts
2 of 2WILLIAM BALES
Portfolio ManagerCRD 2130070
JAKOB HOLM
Portfolio ManagerCRD 4584032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 8055 E Tufts Ave
- Time zone
- MT (UTC-7)
- Office locations
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