SPRUCE INVESTMENT ADVISORS LLC
CRD #122149 SEC #802-126828 STAMFORD, CT 203-428-2600
State Registered Exempt Reporting Private Funds
Total AUM
$35.4M
Discretionary
$35.4M
Employees
2
Clients
--
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $35.4M | $35.4M | $0 | 2 | 0 |
| Mar 2022 | $35.4M | $35.4M | $0 | 2 | 0 |
| Mar 2021 | $182.4M | $182.3M | $97.6K | 8 | 0 |
| Jun 2020 | $210.1M | $210M | $98K | 8 | 0 |
| Mar 2020 | $210.1M | $210M | $98K | 8 | 0 |
| Mar 2019 | $294.8M | $292.8M | $2M | 9 | 0 |
| Mar 2018 | $538.9M | $537.8M | $1M | 10 | 0 |
| Mar 2017 | $888.5M | $728.6M | $160M | 12 | 26 |
| Mar 2016 | $1.3B | $977M | $338.3M | 15 | 26 |
| Oct 2015 | $1.8B | $1.5B | $344.8M | 19 | 26 |
| Mar 2015 | $1.8B | $1.5B | $344.8M | 19 | 26 |
| Jun 2014 | $1.3B | $1B | $273.6M | 19 | 26 |
| Mar 2014 | $1.3B | $1B | $273.6M | 19 | 26 |
| Mar 2013 | $1.7B | $1.2B | $567.5M | 19 | 26 |
| Mar 2013 | $1.7B | $1.2B | $567.5M | 19 | 26 |
| Dec 2012 | $1.8B | $1.2B | $609M | 17 | 26 |
| Nov 2012 | $1.8B | $1.2B | $609M | 17 | 26 |
| Nov 2012 | $1.8B | $1.2B | $609M | 17 | 26 |
| Mar 2012 | $2.9B | $1.2B | $1.8B | 11 | 26 |
| Jun 2011 | $2.9B | $1.4B | $1.5B | -- | -- |
| Mar 2011 | $2.9B | $1.4B | $1.5B | -- | -- |
| Jan 2011 | $2.8B | $1.3B | $1.5B | -- | -- |
| Mar 2010 | $2.5B | $436.4M | $2.1B | -- | -- |
| Mar 2008 | $1.8B | $142M | $1.7B | -- | -- |
| Feb 2007 | $1.5B | $416M | $1.1B | 10 | -- |
| Jan 2006 | $1.1B | $349.5M | $771.6M | 10 | -- |
| Sep 2005 | $1.1B | $0 | $1.1B | 10 | -- |
| Jul 2004 | $1B | $0 | $1B | 10 | -- |
| Apr 2004 | $846.2M | $0 | $846.2M | 10 | -- |
DateMay 2022
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$182.4M
Discretionary$182.3M
Non-Disc.$97.6K
Employees8
Clients0
DateJun 2020
Total AUM$210.1M
Discretionary$210M
Non-Disc.$98K
Employees8
Clients0
DateMar 2020
Total AUM$210.1M
Discretionary$210M
Non-Disc.$98K
Employees8
Clients0
DateMar 2019
Total AUM$294.8M
Discretionary$292.8M
Non-Disc.$2M
Employees9
Clients0
DateMar 2018
Total AUM$538.9M
Discretionary$537.8M
Non-Disc.$1M
Employees10
Clients0
DateMar 2017
Total AUM$888.5M
Discretionary$728.6M
Non-Disc.$160M
Employees12
Clients26
DateMar 2016
Total AUM$1.3B
Discretionary$977M
Non-Disc.$338.3M
Employees15
Clients26
DateOct 2015
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$344.8M
Employees19
Clients26
DateMar 2015
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$344.8M
Employees19
Clients26
DateJun 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$273.6M
Employees19
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$273.6M
Employees19
Clients26
DateMar 2013
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$567.5M
Employees19
Clients26
DateMar 2013
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$567.5M
Employees19
Clients26
DateDec 2012
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$609M
Employees17
Clients26
DateNov 2012
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$609M
Employees17
Clients26
DateNov 2012
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$609M
Employees17
Clients26
DateMar 2012
Total AUM$2.9B
Discretionary$1.2B
Non-Disc.$1.8B
Employees11
Clients26
DateJun 2011
Total AUM$2.9B
Discretionary$1.4B
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2011
Total AUM$2.9B
Discretionary$1.4B
Non-Disc.$1.5B
Employees--
Clients--
DateJan 2011
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2010
Total AUM$2.5B
Discretionary$436.4M
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2008
Total AUM$1.8B
Discretionary$142M
Non-Disc.$1.7B
Employees--
Clients--
DateFeb 2007
Total AUM$1.5B
Discretionary$416M
Non-Disc.$1.1B
Employees10
Clients--
DateJan 2006
Total AUM$1.1B
Discretionary$349.5M
Non-Disc.$771.6M
Employees10
Clients--
DateSep 2005
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees10
Clients--
DateJul 2004
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees10
Clients--
DateApr 2004
Total AUM$846.2M
Discretionary$0
Non-Disc.$846.2M
Employees10
Clients--