Spring Delta Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 307539
- Website
- springdelta.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI71.02%
- Individuals28.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Spring Delta Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients, and it charges fees tied to a percentage of assets under management alongside other fee arrangements. Its advisory work centers on discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Contacts
1 of 1
Michael Lackwood
Founding PrincipalCRD 4742917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 125 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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