BRUCE WOOD CAPITAL, LLC

Overview

Bruce Wood Capital, LLC is a small, privately owned hedge-fund–classified advisory firm organized as an LLC. Its client mix includes individual and family clients as well as institutional relationships. The firm charges a combination of percentage-of-AUM, fixed, and performance-based fees and conducts several business lines beyond pure advisory work, including activities as a CPO/CTA and insurance brokerage. Advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management and pension consulting. The firm does not self-identify as an active ESG investor and appears to operate on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices