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| Pullen Investment Management LLC
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| CRD # | 310149 |
| SEC # | 801-127520 |
| CIK # | 0002011668 |
| AUM | 221.0 M (2026-02-16) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-361-2195 |
| Address | 417 12th Street W Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011668 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lincoln Educational Services Corp | 7.6 | ||
| Chevron Corp | 5.3 | ||
| Kirby Corp | 4.7 | ||
| Newmont Mining Corp /DE/ | 4.3 | ||
| Madison Square Garden Co | 4.1 | ||
| First Cash Financial Services Inc | 3.9 | ||
| Unifirst Corp | 3.5 | ||
| Barrick Gold Corp | 3.5 | ||
| Microsoft Corp | 3.3 | ||
| SPDR Gold Trust | 3.1 | ||
| Seneca Foods Corp | 3.0 | ||
| AZZ Inc | 2.9 | ||
| Louisiana-Pacific Corp | 2.9 | ||
| Arkansas Best Corp /DE/ | 2.8 | ||
| Southern Co | 2.8 | ||
| Federal Agricultural Mortgage Corp | 2.8 | ||
| Virtu Financial Inc | 2.7 | ||
| Now Inc | 2.7 | ||
| Mine Safety Appliances Co | 2.7 | ||
| Tetra Technologies Inc | 2.7 | ||
| Consol Energy Inc | 2.7 | ||
| FTI Consulting Inc | 2.6 | ||
| Ingram Micro Holding Corp | 2.5 | ||
| Hanover Insurance Group Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 12.7 |
| (b) Individuals (high net worth individuals) | 47 | 125.2 |
| (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 | 6 | 66.1 |
| (h) Charitable organizations | 0 | 12.4 |
| (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 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 221.0 |
| By Discretionary | ||
| Discretionary | 231 | 221.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 221.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.0 | |
| Total | 231 | 221.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011668] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Avantra Family Wealth Inc
✚
|
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Equitycompass Investment Management LLC
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|
MD | 220.9 M |
|
Ballast Asset Management LP
✚
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|
Haverdink Financial Management LLC
✚
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