Sprucegrove Investment Management Ltd

RIASEC RegisteredEst. 1994

Total AUM

$11.5B

Discretionary

$11.5B

100% of AUM

Avg account

$339M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 106355
Registered since: March 15, 1994
Website: www.sprucegrove.ca
Custodians: CUSTODY SERVICES, CUSTODY SERVICES, CUSTODY SERVICES
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government32.65%
Investment Companies32.53%
Pooled Investment Vehicles27.84%
Charitable Organizations5.8%
Pension & Profit Sharing Plans0.91%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sprucegrove Investment Management Ltd is a corporate investment adviser that has been SEC-registered since 1994 and is owner‑managed. The firm serves both high‑net‑worth individuals and families as well as institutional clients, providing portfolio management across investment companies, pooled vehicles and business or institutional mandates. Compensation includes a percentage‑of‑AUM fee and performance‑based fees. Sprucegrove identifies as an active ESG investor and also takes on sponsor/GP/managing‑member roles for pooled investment vehicles, indicating it both advises and directly sponsors investment structures.