SPRUCEVIEW CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2014

Total AUM

$2.3B

Discretionary

$2.3B

98% of AUM

Avg account

$83.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 171963
Registered since: November 28, 2014
Website: spruceviewpartners.com
Custodians: CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles78.36%
Other11.61%
Pension & Profit Sharing Plans7.55%
HNWI1.24%
Corporations / Businesses1.24%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Spruceview Capital Partners LLC is an SEC-registered investment adviser that operates as a private equity and venture capital-focused fund manager. Registered in 2014, the firm serves both individual and family clients as well as institutional investors and combines direct fund management with advisory services for pooled vehicles. Its business model includes acting as a manager and sponsor of pooled investment vehicles and performing ancillary roles such as selecting other advisers and providing pension consulting. The firm also lists CPO/CTA activity among its business lines. Fee arrangements include percentage-of-assets, fixed fees, and performance-based components. Spruceview does not identify as an active ESG investor and is not registered as a multistate adviser. Ownership is described as a mix of a domestic entity and an individual.