Spring Lake Equity Management LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 167251
- Registered since
- May 15, 2013
- Website
- springlep.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Spring Lake Equity Management LLC is an SEC-registered institutional investment adviser formed in 2013 and organized as a limited liability company. The firm serves institutional clients and charges advisory fees based on a percentage of assets under management. It is identified as a related adviser and is structured to provide portfolio management for pooled investment vehicles rather than acting as an independent capital allocator or pension consultant. Regulatory and operational characteristics in the record show Spring Lake is not positioned as a multi-state adviser or an active ESG investor. Its industry roles include acting as an investment adviser and sponsor, and serving as a general partner or managing member of pooled investment vehicles.
Assets & Accounts
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
Contacts
2 of 2
Carmen Scarpa
Managing PartnerCRD 1551693

Robert Forlenza
Managing PartnerCRD 6027309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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