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Jakob Holm

Advisor at Bullseye Asset Management LLC

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Bullseye Asset Management LLC logo

Firm

Bullseye Asset Management LLC

Location

Denver, CO 80237

Credentials

CFA®

Industry experience

19 years

About

Jakob Holm is a CFA® charterholder with 19 years of industry experience. He has been with Bullseye Asset Management LLC since 2010. The firm provides investment management primarily to privately offered limited partnerships and institutional clients, as well as separately managed accounts for individual investors. Bullseye employs a fundamental, bottom-up research process focused on small- and mid-cap U.S. equities and offers both long-only and long/short strategies, combining hedge-fund style management with model and sub-advisory services for other advisers.

Client services

Based on Bullseye Asset Management LLC

Portfolio management

Expertise

Based on Bullseye Asset Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

0.60% to 1.00% per annum (long-only strategies, negotiable by account size)

Performance-based

20% of Net New Profits (long/short strategies, performance-based incentive allocation)

Subscriptions

Up to 0.50% per annum (model portfolio subscription services, negotiable)

Other

Account minimum: $100,000

Location

8055 E Tufts Avenue, Suite 720

Denver, CO 80237

Most active in

Colorado

Work history

Bullseye Asset Management LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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