Bull Market Investment Management, Inc.
- Regulatory AUM
- $32.3M
- Discretionary
- $32.3M
- Clients
- 209
- Avg AUM / client
- $155K
- Accounts
- 213
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 199 | $9.3M | 28.6% |
| High net worth individuals | Fewer than 5 clients | $12.0M | 37.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $5.5M | 17.0% |
| Corporations and other businesses | 8 | $5.6M | 17.3% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marra, Daniel, Enrique | Owner | Nov 2015 (11y) | GP / trustee / elected manager of Goldon Company Trade Sa (indirect) | |
| Moreiras, Maria, Cristina | Owner | Nov 2015 (11y) | GP / trustee / elected manager of Goldon Company Trade Sa (indirect) | |
| Lautaro David Marra | Chief Executive Officer | Apr 2017 (9y) | Less than 5% | |
| Jordan, Christopher, Shane | Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Pedro Arduino | Registered representative | Dec 2020 (6y) | ||
| Leandro Hipolito Verrier Rousseaux | Registered representative | Jan 2023 (4y) | ||
| Andres Damian Paladino | Registered representative | May 2023 (3y) | ||
| Maria Paula Guastella | Registered representative | Aug 2023 (3y) | ||
| Maximiliano Sebastian Suarez | Registered representative | May 2025 (1y) | ||
| Mckinzie Valverdy | Registered representative | Jun 2026 (0y) | ||
| Enrique Tiburcio | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Goldon Company Trade Sa | Owner | Apr 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Stonex Financial Inc. $21.9M (68% of AUM) Mar 2026
- Interactive Brokers $4.7M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗