Bulletproof Capital, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 341136
- Registered since
- May 20, 2026
- Website
- www.bulletproof-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.89%
- Charitable Organizations2.9%
- HNWI1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Bulletproof Capital, LLC is an independent registered investment adviser that positions itself as a capital allocator for both wealthy individuals/families and institutional clients. The firm is SEC-registered (2026) and offers a mix of fixed-fee and performance-based fee arrangements. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of sub-advisers or outside managers. The firm does not identify as an active ESG investor. Bulletproof Capital is organized as a limited liability company and reports both individual/family and institutional clients. Its business model combines direct portfolio management with the ability to place capital into pooled structures and to engage third-party managers, implying a hybrid operating approach that blends in-house management with outsourced allocations.
Assets & Accounts
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
- Non-Exchange Traded Equities45%
- Private Funds24%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds7%
Owners & executives
2 of 2
Michael Stritch
CEOCRD 3129542
Latesia Smoot
Chief Financial OfficerCRD 8236072
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 444 W Lake St
- Time zone
- CT (UTC-6)
- Office locations
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