Bejelentkezés Regisztrálj ingyen

Spruce Hill Capital, LLC (Guilford)


Spruce Hill Capital, LLC is a large advisory firm based in Guilford. It manages $110.08 million of regulatory assets for 522 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado, Connecticut, Florida, and 6 other states.

Logo



Spruce Hill Capital provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spruce Hill Capital: assets under management

The assets under management (AUM) of Spruce Hill Capital, LLC is $110.08 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $90.1 million in discretionary accounts and $19.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.98 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spruce Hill Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Guilford

The principal office where Spruce Hill Capital, LLC performs its advisory services is located at 2614 Boston Post Road, Guilford, CT 06437, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-689-5742 or by fax 203-689-5741. The normal business hours are 8:30 to 4:30 on Monday - Friday. You can find more information about the New York firm at sprucehillcap.com/.


Registered investment advisers similar to Spruce Hill Capital, LLC