# SPRUCE INVESTMENT ADVISORS LLC

SPRUCE INVESTMENT ADVISORS LLC of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 122149
- Type: SEC-registered investment adviser
- SEC file number: 801-61918
- Location: 700 CANAL STREET, STAMFORD, CT, 06902
- Phone: 203-428-2600
- Latest filing: 2023-10-06

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [MENDEZ MICHAEL CASARES](https://search.stillhousedata.com/person/745102) | TRUSTEE | — |
| [BAILEY JOHN CHRISTOPHER](https://search.stillhousedata.com/person/748819) | CEO; CEO / MANAGING MEMBER; CEO / MANAGING MEMBER / CCO | — |
| [ORBACH GIL M](https://search.stillhousedata.com/person/748820) | CHIEF COMPLIANCE OFFICER, DOI; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER / MEMBER (+2 more) | — |
| [MCGORTY NOREEN MARIE](https://search.stillhousedata.com/person/748821) | CHIEF COMPLIANCE OFFICER | — |
| [MILLER DAVID GEORGE](https://search.stillhousedata.com/person/778215) | DIRECTOR OF OPERATIONS | — |
| [MILLER JAMES GEROGE](https://search.stillhousedata.com/person/792746) | DIRECTOR OF OPERATIONS | — |
| [BERKOWITZ LEON MARTIN](https://search.stillhousedata.com/person/792747) | DIRECTOR OF FINANCE | — |
| [BASTONE ROBERT MICHAEL](https://search.stillhousedata.com/person/793561) | CHIEF COMPLIANCE OFFICER | — |
| [KNAUSS ERIC GRAY](https://search.stillhousedata.com/person/805937) | DIRECTOR OF MANAGER RESEARCH | — |
| [MENDEZ CHERYL LYNN](https://search.stillhousedata.com/person/822738) | TRUSTEE | — |
| [MAHAFFY MICHAEL TELFAIR](https://search.stillhousedata.com/person/852065) | MANAGING MEMBER | — |


## Private funds (20)

_Showing 15 of 20 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ADVANCED EQUITIES METRICSTREAM INVESTMENT I, LLC | Private Equity Fund | — | 89 | $5.5M | $100K |
| AEI METRICSTREAM INVESTMENTS IV, LLC | Private Equity Fund | — | 45 | $3.8M | $100K |
| AEI 2008 VENTURE INVESTMENTS I, LLC | Private Equity Fund | — | 76 | $2.5M | $100K |
| AEI BRIGHTSOURCE INVESTMENTS II, LLC | Private Equity Fund | — | 209 | $1.9M | $100K |
| SPRUCE DIRECT INVESTMENT FUND I LP | Private Equity Fund | — | 11 | $1.4M | $100K |
| AEI 2006 VENTURE INVESTMENTS III, LLC | Private Equity Fund | — | 75 | $1.2M | $100K |
| ADVANCED EQUITIES VENTURE PARTNERS II, LP | Private Equity Fund | — | 95 | $1.1M | $100K |
| AEI TRILOGY FUND I, LLC | Private Equity Fund | — | 97 | $1.0M | $100K |
| AEI 2006 VENTURE INVESTMENTS IV, LLC | Private Equity Fund | — | 42 | $976K | $100K |
| AEI 2007 VENTURE ACCESS FUND I, LLC | Private Equity Fund | — | 102 | $931K | $100K |
| AEI 2007 VENTURE ACCESS FUND II, LLC | Private Equity Fund | — | 54 | $885K | $100K |
| AEI METRICSTREAM INVESTMENTS III, LLC | Private Equity Fund | — | 17 | $809K | $100K |
| AEI 2008 VENTURE INVESTMENTS II, LLC | Private Equity Fund | — | 34 | $802K | $100K |
| AEI BRIGHTSOURCE INVESTMENTS I, LLC | Private Equity Fund | — | 95 | $446K | $100K |
| ADVANCED EQUITIES METRICSTREAM INVESTMENT IV, LLC | Private Equity Fund | — | 4 | $287K | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122149/similar
- Related entities: https://search.stillhousedata.com/firm/122149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122149

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.