Spartan Capital Management, LLC (West Chester)

Name: Spartan Capital Management, LLC
Address: 501 West Street Road, West Chester, PA, 19382 7212
Telephone: 610-399-8201

Spartan Capital Management, LLC is a large advisory firm based in West Chester. It manages $157.09 million of regulatory assets for 202 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, Florida, New Hampshire, and 5 other states.

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

Spartan Capital Management: assets under management

The assets under management (AUM) of Spartan Capital Management, LLC is $157.09 million. The firm's AUM has grown by 246% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153.6 million in discretionary accounts and $3.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $808.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $291.18 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Spartan 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.

Careers at Spartan Capital Management, LLC

Susan Lynn Bartels has been acting as President since 1 Feb 2004. David Megaw Robinson joined the executive team most recently as the Chairman/Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Lynn Bartels	President/member/cco	1 Feb 2004	Other	1458366
Gilpin Willson Bartels	Ceo/cio/member	1 Feb 2004	25% - 50%	2810144
David Megaw Robinson	Chairman/member	1 May 2004	50% - 75%	4336162

Based in West Chester

The principal office where Spartan Capital Management, LLC performs its advisory services is located at 501 West Street Road, West Chester, PA 19382 7212 The mailing address of the firm is 501 West Street Road, West Chester, PA 19382 7212. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-399-8201 or by fax 610-399-8202. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.spartancm.com.