# Bruin Capital Allocation, LLC

> Bruin Capital Allocation, LLC is a state-registered investment advisory firm in Cincinnati, OH, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 169035
- Filed as: BRUIN CAPITAL ALLOCATION, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169035
- AdvisorCensus page: https://advisorcensus.com/firm/bruin-capital-allocation-llc-cincinnati-oh-169035

## Quick answers

**How is Bruin Capital Allocation, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bruin Capital Allocation, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bruin Capital Allocation, LLC located?**
Bruin Capital Allocation, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Bruin Capital Allocation, LLC registered with the SEC or a state?**
Bruin Capital Allocation, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169035.

**How much does Bruin Capital Allocation, LLC manage?**
Bruin Capital Allocation, LLC reports $13,800,000 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Bruin Capital Allocation, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Bruin Capital Allocation, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169035

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $13,800,000
- Discretionary: $13,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $13,800,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thebruinfund.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bruin Capital Allocation, LLC (CRD 169035): Form ADV filing data as of October 2026.
