37spruce Investment Partners, LLC

RIASEC RegisteredEst. 2026
Total AUM
$150M
Discretionary
$150M
100% of AUM
Avg account
$50M
Accounts
3
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
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

37spruce Investment Partners, LLC is an institutional registered investment adviser organized as an LLC. The firm is listed as SEC-registered in 2026 and is identified in the dataset as a domestic entity with individual ownership. Its primary client base is institutional investors, and its advisory activity centers on portfolio management for pooled investment vehicles. The firm charges a mix of percentage-of-AUM fees and performance-based fees, does not self-identify as an active ESG investor, and is recorded as a single-state adviser in the source data. The firm also serves in sponsor and general partner roles, acting as a managing member of pooled vehicles it advises rather than functioning solely as a third-party allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Jaime Mcphee

    Chief Compliance OfficerCRD 5061602

  • Mark Tyson

    President and Chief Operating OfficerCRD 8216253

Contacts

1 of 1
  • Debdeep Maji

    Debdeep Maji

    Managing DirectorCRD 6772348

Wealth teams

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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