This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$556MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$556M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

Private funds

3Schedule D 7.B(1)

Custody, client assets

$458M

SEC number

801-132577

CIK

2050194

CRD

333213

Filings on the tape

2

First filed

Mar 28, 2025

Latest filed

Mar 2, 2026

Organised

Limited Partnership, DE

• Occurred

  Mar 2, 2026
  Regulatory AUM changed

  Spruce Street Capital Lp reported RAUM $555.9M, up 90% from $293.0M (2025-03-28 to 2026-03-02)

  Form ADVobserved 5 days ago
  $263M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e15cc3b1-e2b8-d687-14e7-2f5c8a970cde

First observed

Mar 28, 2025

Last observed

Mar 2, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.