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Partner · Matrix Private Capital Group

Thomas B. Bruce

CRD 4618403 · Named on Form ADV at one SEC-registered adviser

At a glance

Matrix Private Capital Group, an SEC-registered wealth manager based in Chicago, IL with $561 million in regulatory assets, lists Thomas B. Bruce on its Form ADV as Partner, a control person.

Firms and roles

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Seth A ScherChief Compliance Officer; Chief Financial Officer, Matrix Private Capital Group
  • Scott A. WeissmanPartner, Matrix Private Capital Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.