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 $200.7 MM (2024-01-16)
Employees 4 (100% Investors, 0% Brokers)
Phone610-727-4270
Address1055 Westlakes Drive
Berwyn, PA 19312
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GOOGL 1,475,138.5 12.0
ABBV 269,466.6 9.2
AMAT 82,662.4 6.5
MSFT 1,918,222.4 6.3
ASML 197,439.9 6.2
AVGO 201,282.9 5.5
PYPL 83,170.4 5.4
MRK 232,371.9 4.9
META 434,852.0 4.6
ETN 51,598.7 4.2
View All
Holdings by Sector ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 91 39.3
(b) Individuals (high net worth individuals) 57 161.4
(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 310 200.7
By Discretionary
Discretionary 310 200.7
Non-Discretionary 0 0.0
Total 310 200.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.7
Total 310 200.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001795356]
Comparable Firms State AUM ($BB)
Pillar Wealth Management LLC
FL 0.2
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TN 0.2
Garland Capital Management Inc
WA 0.2
Wynn Capital LLC
GA 0.2
Model Wealth Inc
IL 0.2
Western Financial Corporation
CA 0.2
Robbins Financial Advisory Service Inc
PA 0.2
Ascension Asset Management LLC
NY 0.2
Kane Company PC
IA 0.2
Christopher J Hasenberg Inc
WI 0.2
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