Bullseye Investment Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,650,000
Clients
89
94% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
89
Very HighAverage account size
$625,281
About
Bullseye IG LLC provides discretionary portfolio management and ongoing investment advice to individual and high‑net‑worth clients, documenting objectives and risk tolerance in a written investment policy statement for each account. The firm generally focuses on implementing U.S. public equity strategies and does not employ third‑party managers.
Investment decisions are guided by a combination of charting (technical) analysis, fundamental analysis, and modern portfolio theory, with a long‑term trading orientation and at least monthly portfolio reviews and reporting. The firm seeks discretionary authority to select securities and execute transactions consistent with each client’s written policy.
Distinctive features include the firm’s recent formation and transition to SEC registration despite managing a multi‑million dollar asset base, and an identified outside business activity: the founder publishes a paid subscription market commentary service that provides impersonal recommendations and represents a meaningful portion of the founder’s compensation. The firm also requires the use of a specific institutional custodian and discloses receipt of research and other custodial services that could create soft‑dollar benefits.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
1.00% annually for all assets
Main office location
Bullseye Investment Group
New York NY, United States
Number of offices
1
Most active in
Bullseye Investment Group has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Georgia · Illinois · Kansas · Michigan · Mississippi · Nebraska · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Washington · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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