Advisor at Bullseye Asset Management LLC
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Firm
Bullseye Asset Management LLC
Location
Denver, CO 80237
Credentials
Series 63, Series 66
Industry experience
15 years
William Bales is a financial advisor at Bullseye Asset Management LLC in Denver, Colorado, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Bullseye Asset Management since 2010. Bullseye Asset Management primarily serves privately offered limited partnerships and institutional clients, while also managing separately managed accounts for individual investors. The firm 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, incorporating hedging, options, short selling, and leverage.
Based on Bullseye Asset Management LLC
0.60% to 1.00% per annum (long-only strategies, negotiable by account size)
20% of Net New Profits (long/short strategies, performance-based incentive allocation)
Up to 0.50% per annum (model portfolio subscription services, negotiable)
Account minimum: $100,000
8055 E Tufts Avenue, Suite 720
Denver, CO 80237
Colorado
Bullseye Asset Management LLC
2010 - Present (16 years)
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