Sprout Capital Management, LLC
RIAState Registered
Total AUM
$21.4M
Discretionary
$21.4M
100% of AUM
Avg account
$369K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 286359
- Website
- sproutcapitalmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.94%
- Individuals23.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sprout Capital Management, LLC is an independent registered investment advisor operating as a limited liability company and owned by an individual. The firm’s client base is concentrated on individuals and families, and it provides financial planning and portfolio management services tailored to individuals and small businesses. Its fees are a mix of asset-based charges and hourly billing. The adviser does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities45%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Capital Guard Investments LLC
RIAAUM $21.4MTEAM 1REPS 1
Ironwood Investment Advisers, LLC
RIAAUM $21.4MTEAM 2REPS 2
Summit Investment Management, LLC
RIAAUM $21.4MTEAM 1REPS 1
Tradition Investment Management, LLC
RIAAUM $21.4MTEAM 2REPS 2
The 401(K) Expert
RIAAUM $21.4MTEAM 1REPS 1
Dewitt Capital Management LLC
RIAMystic, CT
AUM $21.4MTEAM 1REPS 3