SPECTRA INVESTMENT MANAGEMENT, LLC
CRD #288145 SEC #801-110258 STUART, FL (772) 324-5640
SEC Registered
Total AUM
$243.7M
Discretionary
$230.2M
Employees
3
Clients
0
Accounts
125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $243.7M | $230.2M | $13.5M | 3 | 1 |
| Mar 2024 | $220M | $207.4M | $12.5M | 3 | 1 |
| Mar 2023 | $192.2M | $180.4M | $11.8M | 2 | 1 |
| Mar 2022 | $173.5M | $167M | $6.5M | 2 | 1 |
| May 2021 | $116.2M | $113M | $3.2M | 3 | 1 |
| Mar 2021 | $116.2M | $113M | $3.2M | 3 | 1 |
| Jun 2020 | $97.7M | $95.1M | $2.6M | 3 | 0 |
| Mar 2020 | $97.7M | $95.1M | $2.6M | 3 | 0 |
| Dec 2019 | $102.2M | $95.6M | $6.6M | 2 | 0 |
| Mar 2019 | $102.2M | $95.6M | $6.6M | 2 | 0 |
| Mar 2019 | $102.2M | $95.6M | $6.6M | 2 | 0 |
| Jan 2019 | $90.1M | $85.7M | $4.4M | 2 | 0 |
| Mar 2018 | $90.1M | $85.7M | $4.4M | 2 | 0 |
| Aug 2017 | $100.9M | $100.9M | $0 | 2 | 1 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
| Apr 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$243.7M
Discretionary$230.2M
Non-Disc.$13.5M
Employees3
Clients1
DateMar 2024
Total AUM$220M
Discretionary$207.4M
Non-Disc.$12.5M
Employees3
Clients1
DateMar 2023
Total AUM$192.2M
Discretionary$180.4M
Non-Disc.$11.8M
Employees2
Clients1
DateMar 2022
Total AUM$173.5M
Discretionary$167M
Non-Disc.$6.5M
Employees2
Clients1
DateMay 2021
Total AUM$116.2M
Discretionary$113M
Non-Disc.$3.2M
Employees3
Clients1
DateMar 2021
Total AUM$116.2M
Discretionary$113M
Non-Disc.$3.2M
Employees3
Clients1
DateJun 2020
Total AUM$97.7M
Discretionary$95.1M
Non-Disc.$2.6M
Employees3
Clients0
DateMar 2020
Total AUM$97.7M
Discretionary$95.1M
Non-Disc.$2.6M
Employees3
Clients0
DateDec 2019
Total AUM$102.2M
Discretionary$95.6M
Non-Disc.$6.6M
Employees2
Clients0
DateMar 2019
Total AUM$102.2M
Discretionary$95.6M
Non-Disc.$6.6M
Employees2
Clients0
DateMar 2019
Total AUM$102.2M
Discretionary$95.6M
Non-Disc.$6.6M
Employees2
Clients0
DateJan 2019
Total AUM$90.1M
Discretionary$85.7M
Non-Disc.$4.4M
Employees2
Clients0
DateMar 2018
Total AUM$90.1M
Discretionary$85.7M
Non-Disc.$4.4M
Employees2
Clients0
DateAug 2017
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees2
Clients1
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0