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Blue Spruce Global Advisors, LLC (Franklin Lakes)


Blue Spruce Global Advisors, LLC is a large advisory firm based in Franklin Lakes. It manages $211.62 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New Jersey.

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Blue Spruce Global Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Spruce Global Advisors: assets under management

The assets under management (AUM) of Blue Spruce Global Advisors, LLC is $211.62 million. The firm's AUM has grown by 226% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.93 million in discretionary accounts and $198.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $198.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Spruce Global Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Franklin Lakes

The principal office where Blue Spruce Global Advisors, LLC performs its advisory services is located at 609 White Pine Road, Franklin Lakes, NJ 07417, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-897-0085 or by fax 201-337-1716. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at bsgallc.com.


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