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Pullen Investment Management, LLC

● SEC registered since 2023CRD 310149SEC# 801-127520Bradenton, FL
Export (members)
Reg. AUM
$221M
Employees
5
Accounts
231
Location
Bradenton, FL

Pullen Investment Management, LLC assets under management

Pullen Investment Management, LLC is an investment advisory firm registered with the SEC based in Bradenton, FL. The firm has been registered since 2023. It reports $221 million in regulatory assets under management and employs 5 people.

Pullen Investment Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Tyler James Pullen ControlManaging Member And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Pullen Investment Management, LLC manage?

Pullen Investment Management, LLC reports $221 million in regulatory assets under management on its Form ADV.

How many employees does Pullen Investment Management, LLC have?

Pullen Investment Management, LLC reports 5 employees.

Where is Pullen Investment Management, LLC located?

Pullen Investment Management, LLC is based in Bradenton, FL and has been SEC-registered since 2023.

Does Pullen Investment Management, LLC disclose fund performance?

Pullen Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address417 12th Street W, Suite 212, Bradenton, FL 34205
Phone941-361-2195
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$221M▲ 20%
Mar '25 — $184.1MApr '25 — $184.1MMay '25 — $184.1MJun '25 — $184.1MJul '25 — $184.1MAug '25 — $184.1MSep '25 — $184.1MOct '25 — $184.1MNov '25 — $184.1MDec '25 — $184.1MJan '26 — $184.1MFeb '26 — $221MMar '26 — $221MApr '26 — $221MMay '26 — $221MJun '26 — $221M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$221Mregulatory AUM
Discretionary $221M