TERRE HAUTE, INCRD 122594Latest ADV March 16, 2026
Spyglass Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Terre Haute, IN. Its latest Form ADV filing, dated March 16, 2026, reports $156M in regulatory assets under management, 3 employees, and 789 accounts.
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
425
2
HNWI
16.3%
86
3
Corporations
1.9%
10
4
Pension Plans
1.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 16, 2026
Discretionary98.1%
$154M
98% of total RAUM98.1%
Non-discretionary1.9%
$3M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$156M
Total Accounts789
10Y AUM Change+$16M (+11.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee175:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.