SPRUCE PRIVATE Overview

Spruce Private Investors Llc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 19 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 159MM in positions, representing 9% of the manager's regulatory AUM.

SPRUCE PRIVATE StockAlpha

-6.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SPRUCE PRIVATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VYM 15.71% ETF 2.69% 0.2% 0 2%
IDV 13.07% ETF -3.54% -0.66% 1 3%
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FEATURED IN
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SPRUCE PRIVATE Founders and Key Employees

Name Title In Position Since
John C. Bailey Ceo / Managing Member September-2001
Gil M. Orbach Chief Investment Officer / Member June-2003
Robert M. Bastone Chief Compliance Officer February-2011

SPRUCE PRIVATE Brokers, Custodians, Auditors and Administrators

Type Company

SPRUCE PRIVATE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
We provide investment advice to the types of investments including but not limited to exchange- listed securities, securities traded over the counter, foreign issuers, municipal securities, mutual funds, option contracts, futures contracts, partnerships and privately offered pooled vehicles investing in real estate, oil and gas interests, and distressed equity positions generally in real asset operating and management companies. Investment Policy Statements (“IPS”) are crafted for most Managed Account Clients. The purpose of the IPS is to establish a clear understanding between the client and Spruce as to the investment objectives and management policies that will govern Spruce’s management of your portfolio.

In addition we provide advice with respect to other private investment fund interests including the proprietary Spruce Absolute Return Fund LP, Spruce Equity Hedge Fund LP, Spruce Private Investment...
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SPRUCE PRIVATE Portfolio Concentration

SPRUCE PRIVATE Location

ONE STAMFORD PLAZA
263 TRESSER BOULEVARD, 15TH FLOOR
STAMFORD, Connecticut
UNITED STATES, 06901

SPRUCE PRIVATE Contact Information

Phone Number: 203-428-2600
Fax Number: 203-428-2628
Website:

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