BLUESPRUCE

RIASEC RegisteredEst. 2013
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$636M
Accounts
7
Employees
10
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
167311
Registered since
May 24, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bluespruce is organized as a limited partnership and operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (initially registered in 2013) and functions in roles consistent with commodity pool operator/commodity trading advisor (CPO/CTA) activity and as a sponsor/GP/managing member of pooled investment vehicles. Its advisory work centers on portfolio management for pooled funds, and its compensation structure combines an asset-based fee with performance-based incentives. The firm also reports itself as an active ESG investor.

Assets & Accounts

Public Holdings

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
  • TIMOTHY HURD

    President, CIOCRD 4228358

  • EDWARD LUDWIG

    CFO & CCOCRD 2954051

Contacts

3 of 3
  • EDWARD MAGNUS

    PartnerCRD 3110694

  • LUCAS DEVOS

    PartnerCRD 4979692

  • PRANAY GOSALIA

    PartnerCRD 6371054

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
15 E Oak St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth