Sprout Capital Management, LLC

RIASEC Registered
Total AUM
$21.4M
Discretionary
$21.4M
100% of AUM
Avg account
$369K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
286359
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI76.94%
  • Individuals23.06%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sprout Capital Management, LLC is an independent registered investment advisor operating as a limited liability company and owned by an individual. The firm’s client base is concentrated on individuals and families, and it provides financial planning and portfolio management services tailored to individuals and small businesses. Its fees are a mix of asset-based charges and hourly billing. The adviser does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 45%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities45%

Contacts

1 of 1
  • Kyle Reese

    Kyle Reese

    Independent AdvisorCRD 5393200

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth