Spring Lake Equity Gp LLC

RIASEC RegisteredEst. 2013
Total AUM
$179M
Discretionary
$179M
100% of AUM
Avg account
$44.8M
Accounts
4
Employees
3
Advisory reps
4

Firm details

Headquarters
Burlington, Massachusetts
CRD number
167613
Registered since
May 13, 2013
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Spring Lake Equity Gp LLC is an LLC that operates as a private equity fund manager and sponsor of pooled vehicles. The firm has been SEC-registered since 2013 and focuses on institutional clients, providing portfolio management for pooled investment vehicles and acting in sponsor/GP roles. Its fee model relies on performance-based fees rather than purely asset-based charges. Spring Lake does not identify as an active ESG investor and is not characterized as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Carmen Scarpa

    Carmen Scarpa

    Managing PartnerCRD 1551693

  • Robert Forlenza

    Robert Forlenza

    Managing PartnerCRD 6027309

  • Daniel Mackeigan

    Daniel Mackeigan

    PartnerCRD 2668127

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Burlington, MA

Middlesex

Location

Burlington, MA

Headquartered in Burlington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
1500 District Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth