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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 10, 2025 and February 20, 2026, reported AUM increased 10.8%, from $231.8M to $256.9M.
Across 5 reported observations, AUM increased 34.8% between June 30, 2022 and February 20, 2026, from $190.6M to $256.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 143 clients, or 35.8 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 15 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full RED Spruce Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
RED Spruce Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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RED Spruce Capital, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.