Red Spruce Capital, LLC
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 158720
- Registered since
- September 14, 2018
- Website
- www.redsprucecapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.71%
- Individuals10.26%
- Charitable Organizations0.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Red Spruce Capital, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC. The firm is owner-managed and focuses on portfolio management for individuals and small businesses, charging advisory fees as a percentage of assets under management. Its clientele is primarily individual and family accounts. Red Spruce does not characterize itself as an active ESG investor, and it is not registered as a multi-state adviser according to the snapshot information.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Rahul Shah
Portfolio ManagerCRD 4669305
Mark Kennedy
Portfolio ManagerCRD 1205000
Mark Vasquez
Portfolio ManagerCRD 5961702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$49M in ETFs
100%
$49M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) | Invesco | Passive | Target Maturity | $10.2M | 519,461 | 20.78% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1055 Westlakes Dr
- Time zone
- ET (UTC-5)
- Office locations
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