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BRUCE & CO INC
CRD 104735File 801-10193
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$379.5M
Below cohort median (national)
Discretionary AUM
$379.5M
Clients
3
3 accounts
Employees
1
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 18, 1974
- Principal office
- 20 N. WACKER DRIVE STE 2414, CHICAGO, IL, 60606
- Phone
- 312-236-9160
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $379.5M
- Discretionary AUM
- $379.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $126.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $347.8M |
| Charitable organizations | 1 | $27.8M |
| High net worth individuals | 1 | $4.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.