BRUIN CAPITAL ALLOCATION, LLC

RIASEC Registered
Total AUM
$13.8M
Discretionary
$13.8M
100% of AUM
Avg account
$13.8M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
169035
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bruin Capital Allocation, LLC is a small, privately held investment adviser organized as a limited liability company that operates as a hedge fund manager. The firm’s client base is institutional and its advisory activity centers on portfolio management for pooled investment vehicles. Compensation is arranged as a percentage of assets under management together with performance-based fees. Bruin Capital does not identify itself as an active ESG investor and is not described as a multistate adviser. The firm also lists an industry affiliation with a law firm.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JOSEPH SUNDERMAN

    Registered Financial AdvisorCRD 5269890

  • RUSSELL NEWSOM

    PresidentCRD 6249982

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
119 E Court St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth