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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-22-2011
- Office Locations
- 3
Office Locations
About RED Spruce Capital, LLC
Red Spruce Capital is an RIA founded in 2011 that builds portfolios through in-house research on industries and businesses, investing directly in publicly traded stocks and bonds. The firm provides ongoing portfolio and investment management for individuals and businesses across a wide range of income and asset levels, with no minimums. It operates as a fiduciary and does not offer mutual funds, insurance products, or hedge funds.
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Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
AMISH BHASKER DESAI
Portfolio Manager
- CRD
- #5961705
- Ownership
- 50% but less than 75%
MARK JOSEPH VASQUEZ
Chief Compliance Officer, Portfolio Manager
- CRD
- #5961702
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MARK ERNEST KENNEDY
Managing Director
- CRD
- #1205000
RAHUL R SHAH
Portfolio Manager
- CRD
- #4669305
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,905,735 | $812,993 |
| Non-Discretionary | $0 | -- |
| Total | $256,905,735 | $812,993 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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