Hull Tactical

RIASEC RegisteredEst. 2014
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$88.5M
Accounts
2
Employees
11
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
171391
Registered since
June 4, 2014
Custodians
ABN AMRO CLEARING USA LLC, CLEAR STREET LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies71.75%
  • HNWI28.25%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Hull Tactical is an SEC-registered limited liability company that has operated as an institutional registered investment adviser since 2014. The firm acts as a capital allocator and manages fee-based portfolios on a percentage-of-AUM basis for both individual and family clients as well as institutional investors. Its advisory services explicitly include portfolio management for individuals and small businesses and for investment companies. The firm reports that it does not position itself as an active ESG investor and is not registered as a multi-state adviser. Hull Tactical is not described as a pension consultant or a related adviser to another advisory entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Derivatives 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Derivatives10%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • Petra Bakosova

    Petra Bakosova

    Chief Operating OfficerCRD 6775086

  • Eric Kleinschmidt

    Eric Kleinschmidt

    Chief Compliance OfficerCRD 2710290

Contacts

1 of 1
  • Marson Hull

    Marson Hull

    Founder and ChairmanCRD 1877053

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth