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⚲
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| Spring Lake Equity GP LLC
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|
|
|---|---|
| CRD # | 167613 |
| SEC # | 801-78062 |
| CIK # | |
| AUM | $408.0 MM (2023-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 617-391-6341 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Spring Lake/Mm Co-Investment III LLC | 2023-03-27 | 20.0 | |
| PE | Spring Lake/Wk Co-Investment LLC | 2023-03-27 | 4.0 | |
| PE | Spring Lake Equity Partners III LLC | 2022-03-29 | 62.9 | |
| PE | Spring Lake/Oit Co-Investment LLC | 2019-03-29 | 0.0 | |
| PE | Spring Lake Equity Partners II LLC | [2017-03-15] | 122.2 | 174.1 |
| PE | Spring Lake/Mm Co-Investment II LLC | 2016-01-04 | 0.0 | |
| PE | Spring Lake/Mm Co-Investment LLC | 2014-05-27 | 11.5 | |
| PE | Spring Lake Equity Partners LLC | [2013-05-09] | 122.2 | 201.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 408.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 408.0 |
| By Discretionary | ||
| Discretionary | 7 | 408.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 408.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.0 | |
| Total | 7 | 408.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Robert Forlenza | 24 | ||
| Carmen Scarpa | 22 | ||
| Spring Lake Equity Management LLC | 4 | ||
| Spring Lake Equity GP LLC | 2 | ||
| WestRiver Equity Partners LLC | 2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Spring Lake Equity GP LLC
✚
|
MA | 0.4 |
|
Spring Lake Equity Management LLC
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Red Iron Group Management LLC
✚
|
CA | 0.4 |
|
Centergate Capital LP
✚
|
TX | 0.4 |
|
LBB Holding Company LLC
✚
|
NY | 0.4 |
|
Spring Lane Management LLC
✚
|
MA | 0.4 |
|
Jaguar Growth Asset Management LLC
✚
|
FL | 0.4 |
|
Integrity Growth Partners LP
✚
|
CA | 0.4 |
|
Council Capital Funds Management LLC
✚
|
TN | 0.4 |
|
New Water Capital LP
✚
|
FL | 0.4 |
|
EOC Partners Advisors LP
✚
|
TX | 0.4 |
|
Broad Sky Partners LLC
✚
|
NY | 0.4 |