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SPIRIT OF AMERICA MANAGEMENT CORP

Business and Investment Profile

The SPIRIT OF AMERICA MANAGEMENT CORP is a privately held investment adviser that advises $605.7mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. SPIRIT OF AMERICA MANAGEMENT CORP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 9.84% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 477 JERICHO TURNPIKE, OYSTER BAY, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 35 employees comprised of 32 investment and 3 non-investment staff. The total number of Employees decreased by 27.08% over the last 5-years.

Asset Profile

Their $605.7mn in assets advised are owned by 0 private funds, 6 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $600.4mn or 99.13% of Total Assets and Individuals own $5.3mn or 0.87% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 89.84% and 10.16% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Investment Companies (IC) and Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

SPIRIT OF AMERICA MANAGEMENT CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SPIRIT OF AMERICA MANAGEMENT CORP

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Keywords: Spirit of America Management, Spirit
Generated 2026-09-12T06:50:13.8086533.  © 2026 Convergence.