37spruce Investment Partners, LLC: new SEC registration, $150M AUM, Greenwich, CT
37spruce Investment Partners, LLC (Greenwich, Connecticut): new SEC registration, $150M AUM, Greenwich, CT. Its amount of 150 is above the median of 134 (57th percentile). Dated 219 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 150 · 57th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 31 related CT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | 37spruce Investment Partners, LLC |
| Legal name | 37spruce Investment Partners, LLC |
| CRD | 340176 |
| Status | Approved |
| Registered with the SEC | 2026-03-30 |
| Latest Form ADV filing | 2026-07-28 |
| Location | Greenwich, CT, United States |
| Regulatory AUM | $150,000,000 |
| Accounts | 3 |
| Employees | 7 |
| Website | https://www.37spruce.com |
| amount percentile | 57th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (32 CT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-30
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CT first): Point 41 Capital Partners, L.P. · N10° Wealth · Tourmalet Advisors, LP · August Wealth Advisors LLC · Fundsmith Partners Us LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: 37spruce Investment Partners, LLC and 32 Connecticut peers
- Connecticut NewRiaPulse records like this one: 32
- 37spruce Investment Partners, LLC's amount: 57th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Connecticut peer: $6,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $150M under management.
- Website on file.
What is the NewRiaPulse record for 37spruce Investment Partners, LLC in Greenwich, Connecticut?
37spruce Investment Partners, LLC received SEC registration as an investment adviser (2026-03-30) with $150,000,000 in regulatory assets under management, based in Greenwich, CT.
How does 37spruce Investment Partners, LLC compare to other Connecticut NewRiaPulse records?
Its amount of 150 sits in the upper half (57th percentile) of 1,149 records; the median is 134. It is 219 days old; check the official source for later updates before acting.
37spruce Investment Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| 37spruce Investment Partners, LLC | Greenwich, CT | 150 | 57th | 2026-03-30 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Connecticut NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.