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HULL STREET ENERGY

BETHESDA, MD · CRD 291881 · IAPD ↗ · hullstreetenergy.com · 301-347-7242

$4.57BRegulatory AUM
20Advisory reps
32Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — HULL STREET ENERGY reported RAUM up 37% ($3.34B -> $4.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — HULL STREET ENERGY reported RAUM up 75% ($1.91B -> $3.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — HULL STREET ENERGY grew from 14 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — HULL STREET ENERGY now reports custody of client assets ($3.83B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.