SPRING LAKE EQUITY GP LLC

RIASEC RegisteredEst. 2013
Total AUM
$179M
Discretionary
$179M
100% of AUM
Avg account
$44.8M
Accounts
4
Employees
3
Advisory reps
4

Firm details

Headquarters
BURLINGTON, Massachusetts
CRD number
167613
Registered since
May 13, 2013
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Spring Lake Equity Gp LLC operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm acts as an adviser and sponsor, serving as general partner or managing member of its funds and taking responsibility for portfolio construction and manager selection within those vehicles. Its advisory model centers on performance-based compensation, which aligns its economics with realized returns and suggests an emphasis on realizing upside through active management, deal-level decisions and exit planning. The firm does not position itself as an ESG-focused allocator and is registered with the SEC since 2013. With a concentrated institutional client base and a private equity classification, Spring Lake Equity Gp LLC appears designed to run closed-end or pooled strategies rather than broad retail wrap programs or multi-product wealth platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • JEFFREY WILLIAMS

    PartnerCRD 2428130

  • CARMEN SCARPA

    Managing PartnerCRD 1551693

  • ROBERT FORLENZA

    Managing PartnerCRD 6027309

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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

BURLINGTON, MA

MIDDLESEX

Location

BURLINGTON, MA

Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
1500 District Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth