Spruceview Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $2.3B in regulatory assets under management, 25 employees, 1 office, and 28 accounts.
Assets Under Management
$2.3B
Employees
25
Offices
1 office
Total Clients
28
Primary office
DENVER, CO
200 FILLMORE STREET, SUITE 320, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 78.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
78.6%
22
2
Irrevocable Trusts/Estates
10.7%
3
3
HNWI
3.6%
1
4
Pension Plans
3.6%
1
5
Corporations
3.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 27, 2026
Discretionary98.4%
$2.3B
98% of total RAUM98.4%
Non-discretionary1.6%
$37M
2% of total RAUM1.6%
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.
Total AUM$2.3B
Total Accounts28
10Y AUM Change+$2.1B (+932.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee1:1
10Y Employee Change+12 (+92.3%)
* 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.