RED SPRUCE CAPITAL, LLC

RED SPRUCE CAPITAL, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 158720). Regulatory assets under management: $256.9M.

Registration

• CRD: 158720
• SEC file number: 801-113984
• Type: Registered investment adviser
• Location: 1055 WESTLAKES DRIVE, SUITE 300, BERWYN, PA, 19312
• Phone: 610-727-4270
• Latest filing: 2026-02-20
• Regulatory AUM: $256.9M
• Discretionary AUM: $256.9M
• Clients: 4
• Accounts: 316

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158720 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search