SPREE CAPITAL ADVISERS

Overview

Spree Capital Advisers is a small, individually owned LLC that provides discretionary portfolio management primarily to individuals and families, as well as small businesses. The firm bills on a percentage-of-AUM basis and also uses performance-based fee arrangements for some client relationships. Its advisory scope, as reported, centers on hands-on portfolio management rather than institutional consulting or multi-state advisory operations. Spree does not identify itself as an active ESG investor and is not listed as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives