BRUCE & CO INC

RIASEC RegisteredEst. 1974
Total AUM
$380M
Discretionary
$380M
100% of AUM
Avg account
$127M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
104735
Registered since
September 18, 1974
Fee structure
Percentage of AUM
Client types
  • Investment Companies91.64%
  • Charitable Organizations7.32%
  • HNWI1.04%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bruce & Co Inc is a small, privately owned corporate advisory firm that has been SEC-registered since 1974. The firm identifies its primary advisory activity as portfolio management for individuals, small businesses and for investment companies. Its client mix includes both individual & family and institutional relationships, and it charges fees as a percentage of assets under management. Bruce & Co Inc does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, US Government Bonds 5%, Cash & Cash Equivalents 3%92%
  • Exchange Traded Equities92%
  • US Government Bonds5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • ROBERT BRUCE

    PresidentCRD 1511355

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
20 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth