CAPITALSPRING

RIASEC RegisteredEst. 2012

Total AUM

$2.8B

Discretionary

$2.8B

100% of AUM

Avg account

$187M

Accounts

Employees

Advisory reps

Firm details

Headquarters: NASHVILLE, Tennessee
CRD number: 161372
Registered since: March 30, 2012
Website: www.capitalspring.com
Custodians: UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles88.79%
State / Municipal Government10.3%
Charitable Organizations0.91%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Capitalspring is an SEC-registered investment manager that operates as a limited liability company and combines hedge fund and private equity activity under a multifaceted fund manager profile. The firm primarily serves institutional clients and focuses on acting as an investment sponsor and manager of pooled investment vehicles; it also provides portfolio management for businesses and other institutions. Compensation is a mix of a percentage of assets under management and performance-based fees. Capitalspring identifies as an active ESG investor and lists sponsorship or GP roles among its industry affiliations.