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 a small, SEC-registered adviser formed in 2013 that focuses on managing pooled investment vehicles for institutional clients. It operates as a limited liability company with an owner type listed as a domestic entity and individual. The firm serves as an adviser and sponsor/manager of pooled funds, acting in roles that include general partner and managing member responsibilities. Its stated fee model is a percentage of assets under management, and it does not identify as an active ESG investor. Investment activity centers on private-market strategies rather than broad retail-oriented portfolio management. The firm is not designated as a multi-state adviser and is classified as unclassified in public records; it is also listed as a related adviser to other investment entities. These attributes point to a boutique manager that structures and runs pooled vehicles for a small set of institutional clients rather than offering mass-market advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2ROBERT FORLENZA
Managing PartnerCRD 6027309
CARMEN SCARPA
Managing PartnerCRD 1551693
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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