DOUBLE SPRINGS CAPITAL LLC

RIASEC Registered
Total AUM
$53.3M
Discretionary
$53.3M
100% of AUM
Avg account
$26.7M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
SANTA BARBARA, California
CRD number
296927
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Double Springs Capital LLC is a small, owner-managed RIA that provides discretionary portfolio management for individual and family clients. The firm runs a concentrated, equity-first approach: exchange-traded equities account for the bulk of assets under management, while alternative strategies — venture capital, private placements and real estate — are used selectively to complement public-market exposure. Compensation includes a percentage-of-AUM fee and performance-based fees, which aligns incentives toward outperformance and can support allocations to fee-structured alternative vehicles. The adviser is not positioned as an ESG- or multi-state specialist. Given the single-client concentration and the firm’s stated preferences, investment activity appears focused on liquid equity markets for core exposure with targeted private-market commitments for return enhancement and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 4%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds4%

Contacts

1 of 1
  • EDWARD FISHER

    Portfolio ManagerCRD 5889826

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
1117 State St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth