Red Spruce Capital, LLC
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 158720
- Registered since
- September 14, 2018
- Website
- www.redsprucecapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.71%
- Individuals10.26%
- Charitable Organizations0.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Red Spruce Capital, LLC is an independent registered investment adviser organized as an LLC that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm is SEC-registered (registered in 2018) and reports an owner-type of individual. Its client base is concentrated on private individuals and families, and its compensation model is a percentage-of-AUM fee. The firm indicates it is not an active ESG investor, is not set up as a capital allocator, and does not identify as a pension consultant or related adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Mark Vasquez
Portfolio ManagerCRD 5961702
Amish Desai
Portfolio ManagerCRD 5961705
Rahul Shah
Portfolio ManagerCRD 4669305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$48.8M in ETFs
100%
$48.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) | Invesco | Passive | Target Maturity | $10.1M | 515,804 | 20.66% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1055 Westlakes Dr
- Time zone
- ET (UTC-5)
- Office locations
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