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| Happy Holidays!! thanks for using AUM13F!! |
| Spring Lake Equity GP LLC
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| CRD # | 167613 |
| SEC # | 801-78062 |
| CIK # | |
| AUM | $295.0 M (2025-05-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-391-6341 |
| Address | 200 State Street Boston, MA 02109 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Spring Lake/Mm Co-Investment III LLC | 2023-03-27 | 0.0 | |
| PE | Spring Lake/Wk Co-Investment LLC | 2023-03-27 | 4.8 | |
| PE | Spring Lake Equity Partners III LLC | 2022-03-29 | 72.4 | |
| PE | Spring Lake/Oit Co-Investment LLC | 2019-03-29 | 0.0 | |
| PE | Spring Lake Equity Partners II LLC | [2017-03-15] | 122.2 | 119.6 |
| PE | Spring Lake/Mm Co-Investment II LLC | 2016-01-04 | 0.0 | |
| PE | Spring Lake/Mm Co-Investment LLC | 2014-05-27 | 0.0 | |
| PE | Spring Lake Equity Partners LLC | [2013-05-09] | 122.2 | 146.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 295.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 295.0 |
| By Discretionary | ||
| Discretionary | 4 | 295.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 295.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.0 | |
| Total | 4 | 295.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Forlenza | 25 | ||
| Carmen Scarpa | 23 | ||
| Spring Lake Equity Management LLC | 4 | ||
| Spring Lake Equity GP LLC | 2 | ||
| WestRiver Equity Partners LLC | 2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Spring Lake Equity GP LLC
✚
|
MA | 0.3 |
|
Spring Lake Equity Management LLC
✚
|
MA | 0.0 |
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|---|---|---|
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FL | 0.3 |
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LSCP Advisors LLC
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Artemis Capital Partners Management Co LLC
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|
CapitalWorks LLC
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TRM Advisors LP
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Tilia Holdings LLC
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|
IL | 0.3 |
|
Cypress Investment Management LLC
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|
IL | 0.3 |
|
Auxo Investment Partners LLC
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|
MI | 0.3 |