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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pioneer timber
- Established Date
- 02-13-2025
- Office Locations
- 1
Office Locations
About Bruce Wood Capital, LLC
Bruce Wood Capital LLC is a Wisconsin-registered investment adviser and alternative asset manager offering fee-based advisory services and OCIO support. The firm runs rules-based macro and relative-value/directional strategies across global markets, seeking diversification and non-correlated return streams with risk-focused portfolio construction. Publishes frequent Market Insights on the economy, asset classes, and alternative themes.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN MCCABE BRUCE
Chief Investment Officer
- CRD
- #4834389
- Ownership
- 50% but less than 75%
KATHLEEN JO WOOD
President
- CRD
- #5475675
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,170,319,396 | 52.2% |
| U.S. Government/Agency | $764,518,993 | 34.1% |
| Cash | $307,152,792 | 13.7% |
| Total | $2,241,991,181 | 100.0% |