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Springtree Capital Management, LLC (Gainesville)


Springtree Capital Management, LLC is a related adviser based in Gainesville. It manages $20 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.

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Springtree Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Springtree Capital Management: assets under management

The assets under management (AUM) of Springtree Capital Management, LLC is $20 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Springtree Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gainesville

The principal office where Springtree Capital Management, LLC performs its advisory services is located at 4324 Nw 27 Th Ter, Gainesville, FL 32605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 352-328-9384. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at springtreecapital.com/.


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