# Spencer Trask & Co.

> Spencer Trask & Co. is an exempt reporting adviser in Greenwich, CT, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 165188
- Filed as: SPENCER TRASK & CO.
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: March 13, 2017
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165188
- AdvisorCensus page: https://advisorcensus.com/firm/spencer-trask-and-co-greenwich-ct-165188

## Quick answers

**Where is Spencer Trask & Co. located?**
Spencer Trask & Co.'s principal office is in Greenwich, CT, according to its Form ADV.

**How does Spencer Trask & Co. report to regulators?**
Spencer Trask & Co. is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 165188.

**Does Spencer Trask & Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165188

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- spencertraskco.com
- spencertraskventures.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spencer Trask & Co. (CRD 165188): Form ADV filing data as of October 2026.