Spruce House Investment Management key facts
- Spruce House Investment Management is a hedge fund based in New York, New York with 6 tracked portfolio companies.
- Notable positions include EquipmentShare, Kavak, Mark43.
- Spruce House Investment Management has 4 funds on record, raising $3.3B across the 4 that report a size.
- The team roster lists 2 people.
- Spruce House Investment Management reports $756.3M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
About Spruce House Investment Management
Founded in 2006
Investment focus
Its SEC Form ADV lists $756 million in regulatory assets under management across 2 private funds (Mar 2026).
Spruce House Investment Management portfolio at a glance
6 portfolio companies are on record for Spruce House Investment Management, including EquipmentShare, Kavak and Mark43. The book leans Business/Productivity Software (2), Automotive (1) and Other Commercial Services (1).
5 of the 6 carry a recorded valuation.
Spruce House Investment Management funds
4 funds are on record for Spruce House Investment Management, totalling $3.3 billion across the 4 that report a size. The most recent is SPRUCE HOUSE PARTNERSHIP (AI) LP (2020 vintage), $926 million.
Spruce House Investment Management team
2 people are on record at Spruce House Investment Management. Senior names include Benjamin Stein (Co-Founder) and Zachary Sternberg (Co-Founder). 2 of them have a verified direct contact on file.
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Spruce House Investment Management at the SEC
Form ADV · 2026-03 · CRD 163427- Regulatory AUM
- $756.3M
- Private fund assets
- $4.1B
- Private funds
- 2 · 2 hedge
- Staff
- 9
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SPRUCE HOUSE INVESTMENT MANAGEMENT LLC).
- ·The top 10 names in the book — of 6 recorded positions
- ·Watchlist + alerts for Spruce House Investment Management's activity
Portfolio
6 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| EquipmentShare | Other Commercial Services | ▮ | ▮ | ▮ |
| Kavak | Automotive | ▮ | ▮ | ▮ |
| Mark43 | Business/Productivity Software | ▮ | ▮ | ▮ |
+ 3 more companies · all 6, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Funds
4 recorded- SPRUCE HOUSE PARTNERSHIP (AI) LP2020$925.6M
- Spruce House Partnership (QP) LP2019$440.0M
- SPRUCE HOUSE PARTNERSHIP LP2010$1.9B
- SPRUCE HOUSE PARTNERS LP2009$5.3M
$3.3B raised across the 4 funds that report a size
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Spruce House Investment Management
- What companies does Spruce House Investment Management invest in?
- Spruce House Investment Management has 6 recorded portfolio companies, including EquipmentShare, Kavak, Mark43.
- What is Spruce House Investment Management's AUM?
- Spruce House Investment Management manages approximately $756.3M in assets.