A complete list of active advisors currently associated with Spree Capital Advisers

Warmer can help you find a great advisor at Spree Capital Advisers or one who fits your needs even better.

Spree Capital Advisers is a single-advisor registered investment adviser that provides ongoing, discretionary portfolio management to high‑net‑worth individuals and prepares an investment policy statement for each client to document goals, time horizon, tax considerations, and risk tolerance. The firm generally charges percentage-of-assets fees but also, unusually for a solo independent adviser, offers performance‑based fee arrangements for qualified clients. The firm’s investment process relies on fundamental analysis and primarily recommends equities while also using fixed income, ETFs and non‑U.S. securities; its stated strategies include long‑term and short‑term trading as well as options and short sales. Spree manages all client assets internally, executes trades on a discretionary basis, conducts at‑least‑monthly account reviews, and requires clients to custody accounts through a specified broker‑dealer. Noteworthy features include a very small, boutique client base (eight clients and one advisor) and an in‑house only management model with no third‑party subadvisers, which concentrates portfolio decision‑making. The combination of performance‑fee arrangements and use of higher‑risk techniques (options, short sales) is uncommon for firms of this size, and the brochure discloses policies intended to address related conflicts (fair allocation, documentation, a written code of ethics and regular reporting).

To learn more about the advisors currently working at Spree Capital Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.