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Spunginvestments, LLC (Palm Beach Gardens)


Spunginvestments, LLC is a large advisory firm based in Palm Beach Gardens. It manages $67 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

Spunginvestments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Spunginvestments: assets under management

The assets under management (AUM) of Spunginvestments, LLC is $67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spunginvestments, LLC for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Leslie Nan Bluhm Trustee 1 Sep 1995 Other 5074165
Meredith Ann Bluhm Wolf Trustee 1 Nov 1996 Other 5074173
Andrew Gordon Bluhm Trustee 1 Feb 1997 25% - 50% 5071603
Andrew Gordon Bluhm Managing member 1 Oct 2002 Other 5071603
L.L.C. Dsc Advisors General partner 1 Oct 2002 Other 35-2184513
2003 Agb Family Dynasty Trust Member 1 Jan 2003 75% - 100% 36-4487434
Andrew Gordon Bluhm Trustee 1 Jan 2003 Other 5071603
Brian C Black Managing member 1 Nov 2003 75% - 100% 5178199
Llc Lamb Company Limited partner 1 Jan 2005 25% - 50% 20-3992760
The Leslie N. Bluhm 1995 Revocable Trust Member 1 Dec 2005 25% - 50% 00-0000000
The Andrew G. Bluhm 1997 Revocable Trust Member 1 Dec 2005 25% - 50% 00-0000000
The Meredith A. Bluhm 1996 Trust Member 1 Dec 2005 25% - 50% 00-0000000
L.L.C. Dsc Advisors General partner 1 May 2006 Other 35-2184513
Brian C Black Managing member 1 Jun 2006 75% - 100% 5178199

Based in Palm Beach Gardens

The principal office where Spunginvestments, LLC performs its advisory services is located at 3148 San Michele Drive, Palm Beach Gardens, FL 33418, 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 561-841-3005 or by fax 561-626-7505. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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