Joseph Gerard Sunderman

Employer firm

Bruin Capital Allocation, LLC CRD 169035

$13.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Other Businesses

NAME: VJ SUN, LLC START: 07/2011 NON-INVESTMENT RELATED TYPE: RENTAL PROPERTY OWNERSHIP POSITION:PARTNER HRS/MO 3 NAME: JOE SUNDERMAN, LLC START: 05/2015 NON-INVESTMENT RELATED TYPE: BUSINESS CONSULTING POSITION: MEMBER HRS/MO 10 NAME: KELSEY CHEVROLET, LLC START: 03/2015 NON-INVESTMENT RELATED TYPE: AUTOMOBILE DEALERSHIP POSITION: PART-OWNER HRS/MO 5 NAME: TCI, LLC START: 07/2014 NON-INVESTMENT RELATED TYPE: MEDICAL REVENUE CYCLE POSITION: PART-OWNER HRS/MO 3

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-11
• S63 Uniform Securities Agent State Law Examination
  2012-06-11

Other Names

• Joe Gerard Sunderman
• Joeseph Gerard Sunderman