Spring Delta Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 307539
- Website
- springdelta.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI71.02%
- Individuals28.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Spring Delta Asset Management, LLC is structured as a privately owned limited liability company operating as an independent registered investment adviser. The firm serves both individual and family clients alongside institutional relationships. Its advisory practice emphasizes discretionary portfolio management across retail and business/institutional mandates and also lists pension consulting among its services. Fee arrangements include percentage-of-assets-under-management billing as well as other fee structures. Spring Delta does not identify itself as an ESG-focused investor and is not reported as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities83%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Contacts
1 of 1
Michael Lackwood
Founding PrincipalCRD 4742917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 125 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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