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