Bank / Wealth / TrustRIA · CRD 141588SEC-RegisteredPrivate Fund Adviser

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Bulltick

Bulltick Wealth Management was established in 2006. It operates as a Florida-registered investment adviser serving high-net-worth individuals, families, trusts...

Bulltick logo

Bulltick

Bulltick Wealth Management was established in 2006. It operates as a Florida-registered investment adviser serving high-net-worth individuals, families, trusts and corporations. The firm pursues diversified strategies that include venture capital, buyout, co-investment and growth equity. Asset classes span public and private markets. Geographic reach centers on North America with additional exposure to international opportunities. Bulltick maintains a single Miami headquarters. No additional offices or named adjacent vehicles appear in available records. No operational events from the last 24 months are documented. The firm functions as a conventional wealth manager without disclosed hybrid structures, club vehicles or succession details that would differentiate it from peer RIAs.

General information

Firm type

Wealth Manager

Year founded

2000

Location

Region

North America

Country

United States

City

Miami

Corporate office

333 Southeast 2nd Avenue Suite 3950, Miami, FL, United States

Sector focus

Wealth ManagementInstitutional ServicesInsuranceBrokerage

Frequently asked questions

Who runs investment decisions at Bulltick?

No named principals or CIO appear in public records. Investment decisions rest with the firm's advisory team.

Does Bulltick participate in fund commitments or only direct deals?

The firm lists venture capital, buyout, co-investment and growth strategies, indicating both fund and direct exposure.

What investment stages does Bulltick typically target?

Strategies include venture capital and growth equity, pointing to early through expansion stages.

Where does the underlying wealth come from?

No specific wealth origin is disclosed. Clients include high-net-worth individuals, families, trusts and corporations.

Is Bulltick structured as a single family office?

No. It operates as a registered investment adviser serving multiple families and entities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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