37 Spruce Investment Partners, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 340176
· SEC file 801-135709
· Greenwich, CT
· www.linkedin.com
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ADV data as of Jul 28, 2026
- Regulatory AUM
- $150M
- Discretionary
- $150M
- Clients
- 3
- Avg AUM / client
- $50.0M
- Accounts
- 3
- Employees
- 7
AUM over time
$0
$150M
Feb 26, 2026
Jul 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $150M | 100.0% |
| Other | Fewer than 5 | — | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗