Spruce Investment Advisors LLC
- Assets, Funds, Holdings
| Spruce Investment Advisors LLC
|
| CRD # | 122149 |
| SEC # | 801-61918 |
| CIK # | 0001542179 |
| AUM |
|
| Employees |
2 (50% Investors, 0% Brokers)
|
| Phone | 203-428-2600 |
| Address | 700 Canal Street
Stamford, CT 06902 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
Advanced Equities Investments XXIX LLC |
2022-03-31
|
|
0.0 M |
| PE |
Advanced Equities Investments XXVIII LLC |
2022-03-31
|
|
0.0 M |
| PE |
AEI 2011 Ventures II LLC |
[2022-03-31]
|
0.0 M |
0.0 M |
|
Filed 2011-03-07 (D) · Exemption 506 · Minimum $106,000 · Remaining Indefinite · Duration One year or less · Commission $2,315 · Revenue Decline to Disclose
|
| PE |
AEI 2011 Ventures I LLC |
[2022-03-31]
|
0.3 M |
0.0 M |
|
Filed 2011-02-28 (D) · Exemption 506 · Minimum $106,000 · Remaining Indefinite · Duration One year or less · Commission $18,560 · Revenue Decline to Disclose
|
| PE |
AEI Brightsource Investments II LLC |
[2022-03-31]
|
14.7 M |
1.9 M |
|
Filed 2011-03-16 (D/A) · Exemption 506 · Minimum $106,000 · Remaining Indefinite · Duration One year or less · Commission $769,889 · Revenue Decline to Disclose
|
| PE |
AEI Brightsource Investments I LLC |
[2022-03-31]
|
4.0 M |
0.4 M |
|
Filed 2011-03-16 (D/A) · Exemption 506 · Minimum $106,000 · Remaining Indefinite · Duration One year or less · Commission $214,339 · Revenue Decline to Disclose
|
| PE |
Spruce Direct Investment Fund I LP |
2022-03-31
|
|
1.8 M |
| PE |
Advanced Equities Suniva Investments II LLC |
[2016-03-28]
|
6.5 M |
0.0 M |
|
Offered $6,464,235 · Filed 2009-04-20 (D) · Exemption 506 · Minimum $106,000 · Duration More than one year · Commission $365,543 · Revenue Decline to Disclose
|
| PE |
Advanced Equities Suniva Investments I LLC |
[2016-03-28]
|
2.6 M |
0.0 M |
|
Filed 2009-06-10 (D/A) · Exemption 506 · Minimum $106,000 · Remaining Indefinite · Duration One year or less · Commission $142,091 · Revenue Decline to Disclose
|
| PE |
AEI Suniva Investments III LLC |
[2016-03-28]
|
1.1 M |
0.0 M |
|
Offered $1,098,565 · Filed 2011-04-19 (D/A) · Exemption 506 · Minimum $106,000 · Duration One year or less · Commission $59,617 · Revenue Decline to Disclose
|
|
View All
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
3
|
0.0 |
| (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 |
20 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (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 |
23 |
0.0 |
| By Discretionary |
| Discretionary |
23 |
0.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
23 |
0.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
0.0 |
| Total |
23 |
0.0 |
| Firm Profile (Form ADV) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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