Double Springs Capital LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 296927
- Custodians
- GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Double Springs Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves a concentrated private-client base and charges a combination of percentage-of-AUM fees and performance-based fees. It does not identify as an ESG investor, is not primarily a capital allocator, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds4%
Contacts
1 of 1Edward Fisher
Portfolio ManagerCRD 5889826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 1117 State St
- Time zone
- PT (UTC-8)
- Office locations
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