Bruce & Co Inc is an investment adviser to an investment company based in Chicago. It manages $726.19 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Bruce & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bruce &: assets under management
The assets under management (AUM) of Bruce & Co Inc is $726.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2417% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $726.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51.87 million each.
Investments
The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is government bonds, which make up 25% of the firm’s portfolio. Investments in investment grade corporate bonds form 8% of the total invested assets.
