SourcingSourcing

BULLSEYE ASSET MANAGEMENT LLC

B56
CRD 153990·SEC 801-79982·DENVER, CO
AUM
$183.9M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$552K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BULLSEYE ASSET MANAGEMENT LLC
CRD
153990
SEC file #
801-79982
EIN
000000000
DBA names
—

Economics

AUM
$183.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$74.2M → $183.9M▲ +148%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/bullseye-asset-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALES, WILLIAM, HUGHES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BALES, WILLIAM, HUGHES
HOLM, JAKOB, VINCENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
874,621
Form 5500 Compensation Trajectory 3y
2025874,621
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
874,621
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001513779
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-02-18
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001513779-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
8055 EAST TUFTS AVENUESUITE 720DENVER, CO 80237
Business
8055 EAST TUFTS AVENUESUITE 720DENVER, CO 80237
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001513779-26-000002
13F-HR2026-02-13 · 0001513779-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2130070
Trust Company Affiliate
No

People (2)

2
HOLM, JAKOB, VINCENT
IAR · Direct Owner · 62.5%
4584032
BALES, WILLIAM, HUGHES
IAR · Direct Owner · 62.5%
2130070