SPARTAN CAPITAL MANAGEMENT, LLC

Overview

Spartan Capital Management, LLC operates as a boutique advisory firm that runs discretionary portfolios for both individuals/families and institutions. The firm emphasizes equity exposure, deploying most client capital into exchange-traded equities and ETFs while also acting as a capital allocator that selects outside managers when appropriate. Its advisory mandate includes direct portfolio management for individuals, small businesses and institutions and the selection of other advisers, indicating a mix of in-house management and outsourced manager relationships. Fee arrangements include a traditional percentage-of-AUM model alongside performance-based fees and other fee structures, which suggests the firm may run strategies that permit incentive fees or operate bespoke, performance-linked mandates. Spartan Capital is not positioned as an ESG-driven manager and appears to operate a single-office, concentrated business rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices