RED SPRUCE CAPITAL, LLC

HTTPS://WWW.TWITTER.COM/REDSPRUCECAP BERWYN, PA How do I update this listing?

RED Spruce Capital is based out of Berwyn. RED Spruce Capital is a large advisory firm with 112 clients and discretionary assets under management (AUM) of $104,041,674 (Form ADV from 2019-05-06). Their last reported 13F filing for Q4 2019 included $119,937,000 in managed 13F securities and a top 10 holdings concentration of 30.24%. RED Spruce Capital's largest holding is Alphabet Inc. Class A with shares held of 3,746. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time


Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RED SPRUCE CAPITAL, LLC
1055 WESTLAKES DRIVE SUITE 300
BERWYN PA    19312
Country: United States

Business Phone: 610-727-4270
Fax: 610-727-4001
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 112
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments