SPIRIT OF AMERICA MANAGEMENT CORP

Overview

Spirit Of America Management Corp is a small, fee-based registered adviser that focuses on discretionary portfolio management for individuals, small businesses and investment companies. The firm has been SEC-registered since 1997, is owned by an individual, and reports a conventional percentage-of-AUM fee model. Its reported business activities include direct portfolio management rather than large-scale capital allocation or pension consulting, and it lists a broker-dealer affiliation. Investment activity is equity-centric: the firm runs a concentrated public-equity book supplemented by limited pooled product exposure and targeted allocations to third‑party real estate funds. The adviser does not identify as an active ESG investor. Given its client base of high-net-worth individuals and institutional vehicles, the firm appears to combine individual-stock selection with selective mutual fund exposure for coverage gaps or tactical positioning.

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