Spruceview Capital Partners LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

98% of AUM

Avg account

$83.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 171963
Registered since: November 28, 2014
Website: spruceviewpartners.com
Custodians: CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles78.34%
Other11.66%
Pension & Profit Sharing Plans7.53%
HNWI1.23%
Corporations / Businesses1.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Spruceview Capital Partners LLC is an SEC-registered investment adviser (registered in 2014) organized as an LLC that operates primarily as a private fund manager. The firm is positioned as a multifaceted manager with a focus on private equity and venture capital strategies while also sponsoring and managing pooled investment vehicles. Its client base spans high-net-worth individuals and families as well as institutional investors. On the business side, Spruceview serves as a sponsor/GP and managing member of pooled investment vehicles and lists CPO/CTA activities. Its advisory scope includes portfolio management for individuals, small businesses, pooled vehicles and institutions, plus selection-of-other-advisers and pension consulting services. Fee arrangements reported include percentage-of-AUM, fixed fees and performance-based fees. The firm does not identify itself as an active ESG investor.