# 3SPOKE Management, LLC

> 3SPOKE Management, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 308919
- Filed as: 3SPOKE MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308919
- AdvisorCensus page: https://advisorcensus.com/firm/3spoke-management-llc-irvine-ca-308919

## Quick answers

**How is 3SPOKE Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 3SPOKE Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is 3SPOKE Management, LLC located?**
3SPOKE Management, LLC's principal office is in Irvine, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is 3SPOKE Management, LLC registered with the SEC or a state?**
3SPOKE Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 308919.

**How much does 3SPOKE Management, LLC manage?**
3SPOKE Management, LLC reports $254,282,055 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**What types of clients does 3SPOKE Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does 3SPOKE Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308919

**Does 3SPOKE Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 22, 2026 says: "The minimum initial investment in each of the Funds is $1,000,000 subject to the Adviser’s discretion to accept subscriptions of lesser amounts."

**What changed in 3SPOKE Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in Irvine, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial investment in each of the Funds is $1,000,000 subject to the Adviser’s discretion to accept subscriptions of lesser amounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $254,282,055
- Discretionary: $254,282,055
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $254,282,055 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- 3spokecapital.com
- LinkedIn @3spoke
- X @3SpokeCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | March 17, 2025 |
| October 2026 | $254,282,055 | 6 | July 22, 2026 |


## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in Irvine, CA.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Added an office in Irvine, CA.
- No longer lists an office in San Diego, CA.
- No longer lists an office in San Francisco, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 3SPOKE Management, LLC (CRD 308919): Form ADV filing data as of October 2026.