BULL STREET ADVISORS, LLC

RINCON, GA Investment Advisor How do I update this listing?

Bull Street Advisors is based out of Rincon. Bull Street Advisors is a large advisory firm with 71 clients and discretionary assets under management (AUM) of $163,447,289 (Form ADV from 2019-09-06). Their last reported 13F filing for Q3 2019 included $107,294,000 in managed 13F securities and a top 10 holdings concentration of 34.1%. Bull Street Advisors's largest holding is Johnson & Johnson Co. with shares held of 43,007. Whalewisdom has at least 1 13F filings

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09/30/2019

Top Sells

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.77%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BULL STREET ADVISORS
810 TOWNE PARK DRIVE SUITE 100
RINCON GA    31326
Country: United States

Business Phone: 912-441-5185
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 71
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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