Spring Lake Equity Management LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 167251
- Registered since
- May 15, 2013
- Website
- springlep.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Spring Lake Equity Management LLC is a SEC-registered limited liability company formed in 2013 that operates as an institutional registered investment adviser. The firm’s client base is institutional, and it charges advisory fees as a percentage of assets under management. Its advisory work focuses on portfolio management for pooled investment vehicles, and the firm is affiliated with other investment adviser and sponsor roles—serving as a general partner or managing member of pooled vehicles. Spring Lake does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Contacts
2 of 2
Robert Forlenza
Managing PartnerCRD 6027309
Carmen Scarpa
Managing PartnerCRD 1551693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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