Spruceview Capital Partners Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 28
- Avg AUM / client
- $83.7M
- Accounts
- 28
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $29.0M | 1.24% |
| Pooled investment vehicles (non-investment companies) | 22 | $1.8B | 78.4% |
| Pension and profit sharing plans | 1 | $177M | 7.55% |
| Corporations and other businesses | 1 | $29.0M | 1.24% |
| Other | 3 | $272M | 11.6% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.6B combined gross assets
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sabo, Richard, Walter | Chief Executive Officer | Nov 2013 (13y) | Less than 5% | |
| Reidy, James, Michael | Co Chief Investment Officer | Jun 2016 (10y) | Less than 5% | |
| Zalaznick, David, Wayne | Shareholder | Dec 2017 (9y) | 50% – 75% of Jzbc, Inc. (indirect) | |
| Pressler, Hannah, Jean Marie | Chief Operating Officer And Chief Compliance Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Spruceview Capital Holdings Lp | Manager, Member | Apr 2014 | A | 75% or more |
| Jz Capital Partners, Limited | Shareholder | Feb 2012 | B | 25% – 50% of Jzbc, Inc. (indirect) |
| Jzbc, Inc. | General Partner | Jun 2014 | B | GP / trustee / elected manager of Spruceview Capital Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.6B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 4.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Cibc Mellon Trust Company $177M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗