Red Spruce Capital LLC

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Assets, Funds, Holdings

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Red Spruce Capital LLC
✚
CRD #158720
SEC #801-113984
CIK #0001795356
AUM 256.9 M (2026-02-20)
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone610-727-4270
Address1055 Westlakes Drive
Berwyn, PA 19312
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002010201520212027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 19.6
Applied Materials Inc /DE 13.1
AbbVie Inc 11.2
ASML Holding NV 10.9
Broadcom Inc 10.6
Microsoft Corp 7.9
Marvell Technology Inc 7.6
Amazon Com Inc 7.3
Eaton Corp Ltd 6.6
Facebook Inc 5.3
View All
Holdings by Sector ($M)
3002401801206002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 79 26.3
(b) Individuals (high net worth individuals) 64 230.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 316 256.9
By Discretionary
Discretionary 316 256.9
Non-Discretionary 0 0.0
Total 316 256.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 256.9
Total 316 256.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001795356]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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