RED SPRUCE CAPITAL, LLC

Overview

Red Spruce Capital, LLC is an SEC-registered independent advisory firm organized as an LLC and operating as an adviser to individual and family clients. The firm provides discretionary portfolio management and positions itself as an equity-first manager: its filings and public holdings show a clear preference for exchange-traded equities and concentrated long positions in large-cap names. Fees are charged as a percentage of assets under management, and the adviser explicitly manages portfolios for individuals and small businesses. Investment activity centers on publicly traded equities complemented by liquid ETF exposure and a selective use of third-party alternative managers. Public filings indicate persistent, sizable stakes in single issuers alongside ETF holdings that appear to be used for broad market or sector exposure. The firm reports using external hedge fund managers and private placements when an allocation to alternatives is appropriate, and it also uses mutual funds for certain needs where active management or specific niche exposure is preferred.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices