SPRINGBOARD ASSET MANAGEMENT LLC

Overview

Springboard Asset Management LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional relationships, and provides fee arrangements that mix AUM-based percentages with fixed-fee engagements. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Investment positioning tilts toward equities, with a pronounced emphasis on non‑exchange traded equity positions. The firm does not present itself as an active ESG investor, nor as a pension consultant or capital allocator. Springboard supplements core portfolios with third‑party alternative fund exposure across real estate, commodities, REITs and oil & gas, while retaining mutual funds as part of its liquid sleeve and core holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices