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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bullseye Investment Management LLC
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|---|---|
| CRD # | 145158 |
| SEC # | 801-121159 |
| CIK # | 0001971371, 0001912451 |
| AUM | $191.8 M (2025-04-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 513-774-3325 |
| Address | 4100 Executive Park Drive Cincinnciati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.2 | ||
| Amazon Com Inc | 2.0 | ||
| McDonalds Corp | 1.9 | ||
| Exxon Mobil Corp | 1.9 | ||
| Broadcom Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,221 | 118.7 |
| (b) Individuals (high net worth individuals) | 81 | 73.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,561 | 191.8 |
| By Discretionary | ||
| Discretionary | 1,559 | 189.3 |
| Non-Discretionary | 2 | 2.5 |
| Total | 1,561 | 191.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.8 | |
| Total | 1,561 | 191.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912451] | |
| D | [0001971371] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lindahl & Mansager Inc
✚
|
OH | 0.2 |
|
Guidedmoney LLC
✚
|
0.2 | |
|
ETRE LLC
✚
|
MA | 0.2 |
|
JHP Wealth Management LLC
✚
|
CO | 0.2 |
|
Chapman Financial Group LLC
✚
|
0.2 | |
|
Yardley Wealth Management LLC
✚
|
PA | 0.2 |
|
Polaris Financial Partners LLC
✚
|
OH | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
Osprey Capital Management Corp
✚
|
0.2 | |
|
Lander & Associates Inc
✚
|
0.2 |