Joseph Sunderman is a registered investment advisor at Bruin Capital Allocation, LLC, based in Cincinnati, OH, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
BCA may also receive a performance reallocation of the increase in net assets annually from the Partnership’s limited partners. This reallocation is subject to a performance hurdle rate and a high-water mark provision and applies to qualifying investors in the Partnership.
Fee Estimator
Location
602 Main Street, Suite 700, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a partner in VJ Sun, LLC (rental property), a member of Joe Sunderman, LLC (business consulting), part-owner of Kelsey Chevrolet, LLC (automobile dealership), and part-owner of TCI, LLC (medical revenue cycle). These activities require minimal time each month.
Employment History
Current Registrations
Bruin Capital Allocation, LLC
State Registrations1 state
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