RIA Intel›Advisers›Connecticut›SPREE CAPITAL ADVISERS LLC

SPREE CAPITAL ADVISERS LLC

Advisory

DARIEN, CT

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CT

#1,180

of 1,312 advisers by AUM

Average account

$800K

across 15 accounts

AUM per adviser

$12M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$12M

Discretionary %

100%

Clients

8

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

FORUM MORTGAGE ADVISORS LLC

STAMFORD, CT

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ROWLAND, DUNCAN S.

$12M

WOLFHOUND WEALTH LLC

$12M

PERENNIAL INVESTMENT PARTNERS (U.S.) INC.

STAMFORD, CT

$12M

+18.8% 1Y

RIDGEPOINT WEALTH ADVISORS LLC

$12M

FAIRPORT ASSET MANAGEMENT CORP

FAIRFIELD, CT

$12M

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