Updated:
Bultman Investment Management
Bultman Investment Management is the private investment vehicle for the Bultman family, built on funeral home and real estate wealth in New Orleans.
Bultman Investment Management
Bultman Investment Management, Inc. was established to steward the capital generated by the Bultman family's long-standing funeral services business, Bultman Funeral Home, a New Orleans institution synonymous with the city's distinct death-care traditions. The entity functions as the private investment arm, consolidating management of the family's commercial real estate and related operating assets under a single corporate structure led by Bernard J. Bultman III. Investment strategy centers on direct ownership and management of real estate, particularly properties adjacent to or supporting the family's core funeral home operations. The portfolio includes commercial buildings in the Garden District and other historic New Orleans neighborhoods. This approach reflects a classic single-family office model prioritizing tangible asset control and long-term operational integration over a diversified fund-based allocation strategy. Scale and scope remain tightly held, with no public disclosures of assets under management or external investment professionals. The firm maintains a lean operational structure consistent with a first-generation, founder-led family office. No adjacent vehicles, philanthropic foundations, or co-investment structures are publicly documented. Structurally, the firm represents a convergence of operating company and family office — a model where the investment entity directly owns the real estate housing the family's operating businesses. This integrated architecture eliminates landlord-tenant friction and embeds the balance sheet within the family's commercial identity.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Bernard J. Bultman III
President
Frequently asked questions
Who runs investment decisions at Bultman Investment Management?
Bernard J. Bultman III is the President of Bultman Investment Management, Inc. and directs the family's investment activities. Decision-making authority rests with him as the named principal, per public corporate filings. The firm does not publicly list any additional investment committee members or external advisors.
How does Bultman Investment Management source proprietary deal flow?
The firm does not participate in competitive auction processes or GP-led capital calls. Deal flow derives from the family's existing operational footprint — acquiring adjacent properties or assets that complement the funeral home and real estate holdings. This internal origination model reflects the integrated operating-company-plus-investment-office structure.
What asset classes does Bultman Investment Management target?
The firm's documented holdings are concentrated in commercial real estate, specifically properties tied to the Bultman family's funeral service operations in New Orleans. There is no public record of allocations to public equities, private equity funds, venture capital, or fixed income. The strategy appears to be single-asset-class real estate direct ownership.
Is Bultman Investment Management open to third-party capital or co-investors?
No. The firm is structured as a single-family office serving exclusively the Bultman family. There is no evidence of external limited partners, co-investment clubs, or commingled fund vehicles. The entity does not register as an investment advisor or solicit outside capital.
Where does the underlying wealth come from?
The Bultman family's wealth originates from Bultman Funeral Home, a multi-generational funeral services business established in New Orleans. The family's real estate holdings — many contiguous to their operating businesses — form the secondary pillar of wealth. More specific disclosure on the wealth's generation and transfer has not been made public.
How is Bultman Investment Management related to Bultman Funeral Home?
The investment management entity is the privately held corporate vehicle that holds and manages the real estate and financial assets of the Bultman family. The funeral home is the family's operating business. The two are structurally separate corporations but functionally integrated under common family ownership and leadership, sharing an economic balance sheet and physical footprint.
What is the firm's geographic focus?
All documented holdings concentrate in New Orleans, Louisiana — specifically the historic Garden District and surrounding neighborhoods where the family's funeral services business operates. There is no public record of investments outside the New Orleans metropolitan area.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: