37SPRUCE INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
340176
Registered since
March 30, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

37spruce Investment Partners, LLC is a recently formed SEC-registered limited liability company that focuses on managing pooled investment vehicles. The firm operates with a fee model that combines a percentage-of-assets component and performance-based fees, indicating a fund-style compensation structure rather than a straight advisory retainer. It is not categorized as an active ESG investor, does not identify as a capital allocator, and is not registered as a multi-state adviser. The firm is listed as owned by a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JAIME MCPHEE

    Chief Compliance OfficerCRD 5061602

Contacts

2 of 2
  • Mark Tyson

    CRD 8216253

  • DEBDEEP MAJI

    Managing DirectorCRD 6772348

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
660 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth