Springdale Capital

Overview

Springdale Capital is a small, privately held investment adviser focused on direct portfolio management for individual and family clients as well as small businesses and institutions. The firm runs discretionary strategies across public mutual funds and other pooled vehicles, while selectively allocating to third-party alternative managers in areas such as commodities and private credit. Its advisory model combines a traditional percentage-of-AUM fee with performance-based fees, indicating a willingness to use outcome-linked strategies for certain mandates. Investment preferences emphasize liquid, manager-driven public funds as the core sleeve of client portfolios, supplemented by less-correlated alternative exposures. Springdale Capital reports it does not pursue an ESG investment mandate and is not organized as a multi-state adviser, suggesting a compact client footprint and a focused set of manager relationships rather than broad national retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices