SPRUCE POINT CAPITAL MANAGEMENT, LLC

30 West Main Street
Suite 200
Riverhead, New York 11901
Tel: 914-999-2019

About SPRUCE POINT CAPITAL MANAGEMENT, LLC

SPRUCE POINT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SPRUCE POINT CAPITAL MANAGEMENT, LLC. The firm was established in 04/12/2019. They have over 1 offices throughout the country.

SPRUCE POINT CAPITAL MANAGEMENT, LLC is a Riverhead, New York based Financial Planning firm with nearly $334,548,566 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288248
SEC#	801-114998
Assets Managed by Firm	$334,548,566
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based
Other (ROYALTIES BASED ON VIEWS OF PUBLICATION)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$334,548,566

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