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 a limited partnership operating as a hedge fund manager and registered investment adviser since 2013. It serves institutional clients and delivers pooled investment strategies, functioning in roles typical of commodity pool operators or commodity trading advisors. The firm charges a mix of asset-based and performance fees and identifies itself as an active ESG investor. Bluespruce also acts as sponsor, general partner, or managing member of pooled vehicles it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

    Timothy Hurd

    President, CIOCRD 4228358

  • Edward Ludwig

    CFO & CCOCRD 2954051

Contacts

3 of 3
  • Edward Magnus

    PartnerCRD 3110694

  • Lucas Devos

    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