Red Spruce Capital, LLC
● SEC registered since 2018CRD 158720SEC# 801-113984Berwyn, PA
Reg. AUM
$256.9M
Employees
4
Accounts
316
Location
Berwyn, PA
Red Spruce Capital, LLC assets under management
Red Spruce Capital, LLC is an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2018. It reports $256.9 million in regulatory assets under management and employs 4 people.
Red Spruce Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amish Bhasker Desai Control | Member | 50-75% | 2011 |
| Mark Joseph Vasquez Control | Member & Chief Compliance Officer | 50-75% | 2011 |
Frequently asked questions
How much does Red Spruce Capital, LLC manage?
Red Spruce Capital, LLC reports $256.9 million in regulatory assets under management on its Form ADV.
How many employees does Red Spruce Capital, LLC have?
Red Spruce Capital, LLC reports 4 employees.
Where is Red Spruce Capital, LLC located?
Red Spruce Capital, LLC is based in Berwyn, PA and has been SEC-registered since 2018.
Does Red Spruce Capital, LLC disclose fund performance?
Red Spruce Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1055 Westlakes Drive, Suite 300, Berwyn, PA 19312 |
| Phone | 610-727-4270 |
| Fax | 610-727-4001 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$256.9Mregulatory AUM
Discretionary $256.9M