SPRUCE CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
170820
Registered since
March 26, 2014

Firm profile

FINTRX

Overview

Spruce Capital Partners is an LLC that registered with the SEC in 2014 and operates under individual ownership. The firm does not present itself as a traditional multi-state advisory business or pension consultant; rather, its activity centers on sponsoring and managing pooled investment vehicles. It is not identified as a capital allocator nor as an active ESG investor. The firm’s regulatory snapshot classifies it outside typical advisor segments, and its principal business activity appears to be acting as sponsor, general partner, or managing member of private funds rather than providing separately managed accounts or retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ROGER WYSE

    Managing PartnerCRD 6046482

  • GANESH KISHORE

    Managing PartnerCRD 6179201

  • GREGORY YOUNG

    Managing PartnerCRD 6179091

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN MATEO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
611 Gateway Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth