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| Bruni J V & Co
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| CRD # | 106644 |
| SEC # | 801-42242 |
| CIK # | 0001078841 |
| AUM | 1,097.9 M (2026-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 719-575-9880 |
| Address | 1528 N Tejon Street Colorado Springs, CO 80907-7439 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001078841 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Brookfield Asset Management Inc | 85.1 | ||
| Affiliated Managers Group Inc | 69.1 | ||
| Primoris Services Corp | 62.5 | ||
| Citizens Financial Group Inc/Ri | 58.2 | ||
| Radian Group Inc | 52.6 | ||
| Capital One Financial Corp | 50.6 | ||
| Kinder Morgan Inc | 49.9 | ||
| Gaylord Entertainment Co /DE | 47.8 | ||
| Taylor Morrison Home Corp | 46.2 | ||
| Aercap Holdings NV | 36.9 | ||
| Ally Financial Inc | 35.3 | ||
| Nexstar Broadcasting Group Inc | 31.9 | ||
| Denali Holding Inc | 31.4 | ||
| Nice Systems Ltd | 30.9 | ||
| Oaktree Specialty Lending Corp | 28.2 | ||
| Penske Automotive Group Inc | 26.2 | ||
| Rocket Companies Inc | 25.9 | ||
| AXA Equitable Holdings Inc | 25.1 | ||
| Check Point Software Technologies Ltd | 24.9 | ||
| Ares Capital Corp | 23.0 | ||
| Corebridge Financial Inc | 20.7 | ||
| Cigna Corp | 18.6 | ||
| Allison Transmission Holdings Inc | 18.4 | ||
| Mastec Inc | 16.3 | ||
| Brookfield Asset Management Ltd | 12.2 | ||
| AES Corp | 12.2 | ||
| Quintiles Transnational Holdings Inc | 11.5 | ||
| Simon Property Group Inc /DE/ | 4.9 | ||
| Ballard Power Systems Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 67.6 |
| (b) Individuals (high net worth individuals) | 263 | 831.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.2 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 185.6 |
| (n) Other | 0 | 0.0 |
| Total | 662 | 1,097.9 |
| By Discretionary | ||
| Discretionary | 662 | 1,097.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 662 | 1,097.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,097.9 | |
| Total | 662 | 1,097.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001078841] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Advisory Corporation
✚
|
MI | 1,104.6 M |
|
The Clarus Group Inc
✚
|
TX | 1,103.8 M |
|
Integrity Advisory Solutions LLC
✚
|
IA | 1,103.5 M |
|
Fusion Investment Advisors LLC
✚
|
TX | 1,102.9 M |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 1,101.4 M |
|
Cohen Capital Advisors LLC
✚
|
IL | 1,100.7 M |
|
Stage Harbor Financial LLC
✚
|
MA | 1,097.2 M |
|
Towneley Capital Management Inc
✚
|
CA | 1,093.5 M |
|
PKS Advisory Services LLC
✚
|
NY | 1,093.3 M |
|
LWM Advisory Services LLC
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|
FL | 1,090.9 M |