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Bulltick Wealth Management
Bulltick Wealth Management is the single-family office of George Safi, investing in real estate, private credit, and hedge funds from Miami and Buenos...
Bulltick Wealth Management
BULLTICK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in MIAMI, FL, registered since 2008. The firm manages $1.9 billion in assets, with $1.6 billion on a discretionary basis. It employs 62 staff and 21 investment advisers.
General information
Firm type
Single Family Office
Year founded
2012
AUM
$500M-$1B (Altss estimate)
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
George Safi
Founder & CEO
Dario Santana
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Bulltick Wealth Management?
George Safi serves as Founder & CEO and retains ultimate authority over investment strategy. Day-to-day capital allocation is managed by Dario Santana, Managing Partner, who oversees real estate and private credit deals. The firm's lean team operates with Safi as the primary decision-maker, according to company filings.
How does Bulltick source proprietary deal flow?
Bulltick's dual presence in Miami and Buenos Aires provides access to off-market real estate and credit opportunities in Latin America. The firm co-invests with local family groups and operators, allowing it to originate deals not available to US-only investors. Its network of former traders and financiers also feeds deal flow in structured credit.
Does Bulltick participate in fund commitments or only direct deals?
Bulltick employs a hybrid approach: it commits capital to select hedge funds and private credit funds while also making direct real estate investments. The firm favors direct deals where it can control terms and exit timing, but uses fund vehicles for liquid exposure, particularly in hedge fund strategies.
What investment stages does Bulltick typically target?
The firm targets growth-stage and later-stage opportunities in real estate and credit, avoiding early-stage venture capital with high failure risk. Venture investments, when made, are reserved for companies with proven revenue models and strong regional footholds. Hedge fund allocations are to established managers with multi-year track records.
Which sectors does Bulltick explicitly avoid?
Public filings and media reports suggest Bulltick avoids early-stage biotech, pure-play crypto, and high-burn-rate technology companies. The firm's stated preference for cash-flowing assets and real assets means it steers clear of speculative or illiquid ventures without clear exit paths.
How is Bulltick related to the Safi family's broader financial interests?
Bulltick functions as the primary investment vehicle for George Safi and his family. The office is separate from any operating businesses Safi may hold, per corporate filings in Florida. It does not operate as a multi-family office or accept external capital from outside the family.
Where does the underlying wealth come from?
George Safi's wealth originates from his career as a trader and entrepreneur prior to 2012, though specific details remain private. No public disclosure ties the wealth to a single transaction or inheritance. Bulltick itself is funded by Safi's personal net worth, which is estimated in the range of several hundred million dollars by media reports.
Profile maintained by Altss 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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