HULL TACTICAL

Overview

Hull Tactical is an independent registered investment adviser that positions itself as a capital allocator for a very small, high‑balance client base. The firm provides portfolio management for individuals, small businesses and investment companies and charges fees based on a percentage of assets under management. Since registering with the SEC in 2014, Hull Tactical’s stated investment preference skews toward equities, with a particular operational emphasis on exchange‑traded instruments. The firm is not an active ESG investor and does not operate as a multi‑state adviser. Investment activity shows both direct market exposure to publicly traded equities and use of third‑party managers for alternative strategies. As a capital allocator, Hull Tactical places client capital into private placements and real estate funds alongside its traded equity exposure. The small number of client relationships and concentrated AUM profile suggest a boutique, bespoke approach to portfolio construction and manager selection rather than a mass‑market advisory model.

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Location & Offices