Hull Tactical
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 171391
- Registered since
- June 4, 2014
- Website
- www.hulltactical.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Derivatives10%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
Petra Bakosova
Chief Operating OfficerCRD 6775086

Eric Kleinschmidt
Chief Compliance OfficerCRD 2710290
Contacts
1 of 1
Marson Hull
Founder and ChairmanCRD 1877053
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
- 141 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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