Bruce Wood Capital, LLC
Firm details
- Headquarters
- Mequon, Wisconsin
- CRD number
- 331360
- Website
- www.brucewoodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI81.63%
- Investment Companies18.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bruce Wood Capital, LLC is a privately held investment firm organized as an LLC that operates as a hedge fund manager and adviser to individuals, families and institutions. The firm provides portfolio management across separately managed accounts and pooled investment vehicles, and it also offers pension consulting services. Regulatory and business activities listed for the firm include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and functioning as an insurance broker; it also serves as sponsor/GP/managing member of pooled investment vehicles it runs. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm identifies as an active ESG investor and does not primarily act as a third-party capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Steven Bruce
Founder & Chief Investment OfficerCRD 4834389
Contacts
1 of 1Kathleen Wood
Founder & PresidentCRD 5475675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mequon, WI
Ozaukee
Location
Mequon, WI
Headquartered in Mequon, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 11518 N Port Washington Rd
- Time zone
- CT (UTC-6)
- Office locations
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