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| Keyboard |
| Spectra Investment Management LLC
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|---|---|
| CRD # | 288145 |
| SEC # | 801-110258 |
| CIK # | 0001781966 |
| AUM | 306.8 M (2026-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 772-324-5640 |
| Address | 401 SE Osceola Street Stuart, FL 34994 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.4 |
| (b) Individuals (high net worth individuals) | 29 | 264.1 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 4 | 21.6 |
| (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 | 9 | 18.7 |
| (n) Other | 0 | 0.0 |
| Total | 133 | 306.8 |
| By Discretionary | ||
| Discretionary | 114 | 291.0 |
| Non-Discretionary | 19 | 15.8 |
| Total | 133 | 306.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.8 | |
| Total | 133 | 306.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001781966] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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