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SPRUCEVIEW CAPITAL PARTNERS LLC
CRD 171963File 801-80632
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.34B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Non-discretionary $36.6M
Clients
25
28 accounts
Employees
25
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 28, 2014
- Principal office
- 200 FILLMORE STREET, SUITE 320, DENVER, CO, 80206
- Phone
- 303-867-1673
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.34B
- Discretionary AUM
- $2.31B
- Non-discretionary AUM
- $36.6M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 1
- Total accounts
- 28
- AUM per client
- $93.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29.0M |
| High net worth individuals | Fewer than 5 | $29.0M |
| Pooled investment vehicles | 22 | $1.84B |
| Pension and profit sharing plans | Fewer than 5 | $176.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 28 | 25 | decreased by3 |
| Apr 1, 2026 | Employees | 23 | 25 | increased by2 |
| Apr 1, 2026 | AUM | $2,287,289,458 | $2,342,488,072 | increased by$55,198,614 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 24 | 23 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,269,690,152 | $2,287,289,458 | increased by$17,599,306 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 27 | 28 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 24 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 28 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,546,879,865 | $2,269,690,152 | increased by$722,810,287 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 27 | increased by9 |
| Aug 1, 2022 | Employees | 17 | 21 | increased by4 |
| Aug 1, 2022 | Clients | 15 | 18 | increased by3 |
| Aug 1, 2022 | AUM | $1,444,865,426 | $1,546,879,865 | increased by$102,014,439 |
| Apr 1, 2022 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2022 | AUM | $1,250,451,446 | $1,444,865,426 | increased by$194,413,980 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SPRUCEVIEW CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPRUCEVIEW CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.