Bulletproof Capital, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 341136
· SEC file 801-136315
· Chicago, IL
· www.bulletproof-capital.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $576M
- Discretionary
- $576M
- Clients
- 9
- Avg AUM / client
- $64.0M
- Accounts
- 16
- Employees
- 8
AUM over time
$576M
$576M
Apr 20, 2026
Jul 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $6.9M | 1.21% |
| Pooled investment vehicles (non-investment companies) | 2 | $552M | 95.9% |
| Charitable organizations | Fewer than 5 | $16.7M | 2.9% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.25 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $23.7M (4% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗