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SPRUCEVIEW CAPITAL PARTNERS LLC

CRD 171963File 801-80632
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 typeClientsAUM
OtherFewer than 5$29.0M
High net worth individualsFewer than 5$29.0M
Pooled investment vehicles22$1.84B
Pension and profit sharing plansFewer than 5$176.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients2825
Aug 12, 2026RegistrationAPPROVED

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.