$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
30 OLD Kings Highway South Suite 155 Darien CT
About Spree Capital Advisers
Spree Capital Advisers is a Darien, CT-based retail RIA that builds portfolios centered on high-quality businesses, implemented primarily via ETFs. The firm provides asset allocation and portfolio construction and custodies accounts at Interactive Brokers. Led by Managing Partner Thatcher Warren Martin.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THATCHER WARREN MARTIN
Managing Partner
- CRD
- #4556551
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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