The SPRING CAPITAL MANAGEMENT is a privately held investment adviser that advises $254.83mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. SPRING CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 100.35% over the last 5-years.
The Group has been registered with the SEC for 5.77 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 600 S. TYLER SUITE 1515, AMARILLO, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $254.83mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $198.66mn or 77.96% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $31.78mn or 12.47% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 100% and 0% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 0 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.
The Group discloses management fees.
SPRING CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.