Spruce Investment Advisors

Also known as Spruce

Multi Family Office (MFO)Stamford, United StatesFounded 2001
$300M
Assets Under Management
Stamford
Headquarters

About Spruce Investment Advisors

Spruce Investment Advisors is a wealth management firm based in Stamford, Connecticut. Established in 2001, the firm serves as Chief Investment Officer and asset manager for family offices and charitable institutions. Its services included asset allocation, portfolio construction, manager search and selection, portfolio hedging, and consolidated performance reporting.

Preferred Investment Types

Growth CapitalInvestment FundsJoint Venture/PartnerPrivate EquityVenture Capital

Preferred Sectors & Themes

AI/Robotics/Machine LearningBig DataDebt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningEmerging TechnologyFinanceFinancial ServicesTechnologyTraditional Investments (Liquid Assets)

Preferred Geographies

United StatesCanadaUnited Kingdom

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Frequently asked questions

What type of investor is Spruce Investment Advisors?

Spruce Investment Advisors is a multi family office (mfo) based in Stamford, United States, managing approximately $300M in assets.

Where is Spruce Investment Advisors headquartered?

Spruce Investment Advisors is headquartered in Stamford, United States.

How much does Spruce Investment Advisors manage?

Spruce Investment Advisors manages approximately $300M in assets under management.

When was Spruce Investment Advisors founded?

Spruce Investment Advisors was founded in 2001.

What does Spruce Investment Advisors invest in?

Spruce Investment Advisors focuses on Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital, AI/Robotics/Machine Learning, Big Data, Debt Management.

How can I contact Spruce Investment Advisors?

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