0001623387-24-000056.txt : 20240426 0001623387-24-000056.hdr.sgml : 20240426 20240426144735 ACCESSION NUMBER: 0001623387-24-000056 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BRUNING,ROBERT,JOSEPH, FILED AS OF DATE: 20240426 DATE AS OF CHANGE: 20240426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kaufman, Hall & Associates, LLC CENTRAL INDEX KEY: 0001623387 ORGANIZATION NAME: IRS NUMBER: 472564584 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04318 FILM NUMBER: 24882429 BUSINESS ADDRESS: STREET 1: 433 W. VAN BUREN STREET STREET 2: SUITE 330 CITY: CHICAGO STATE: IL ZIP: 60607 BUSINESS PHONE: 847-441-8780 MAIL ADDRESS: STREET 1: 433 W. VAN BUREN STREET STREET 2: SUITE 330 CITY: CHICAGO STATE: IL ZIP: 60607 FORMER COMPANY: FORMER CONFORMED NAME: Kaufman, Hall & Associates, Inc. DATE OF NAME CHANGE: 20141024 MA-I/A 1 primary_doc.xml MA-I/A 0001623387 XXXXXXXX Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com PBrown@kaufmanhall.com RTurner@kaufmanhall.com Y 0001623387-24-000051 N Robert Joseph Bruning 5797055 N 1 0001623387 Kaufman, Hall & Associates, LLC 02-20-2017 N 867-01238 LOCATED SUPERVISED 02-20-2017 433 W. VAN BUREN STREET SUITE 330 CHICAGO IL 60607 LOCATED 03-20-2024 02-2017 Kaufman, Hall & Associates, LLC CHICAGO IL 60607 Y Y Senior Vice President 04-2014 02-2017 Oppenheimer & Co. Inc. Dallas TX 75240 Y Y Associate; Associate Director 06-2011 04-2014 Raymond James St. Petersburg FL 33716 Y Y Associate 05-2007 05-2011 Uniersity of Arkansas Little Rock AR 72204 N N Full Time Student Y 03-2024 Kaufman Hall Investment Management, LLC 10 CADILLAC DRIVE Suite 120 BRENTWOOD TN 37027 N Y Investment advisory services Senior Vice President 40 Assists clients in reviewing their invested assets platform and structure for potential improvements; conducts relevant analysis to support recommendations N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 04-26-2024 Kimberly McManus President, Alternative Regulatory Solutions LLC