Springdale Capital aims to grow client wealth by allocating capital to assets with attractive risk/reward, while minimizing taxes and costs. They establish investment objectives and create customized portfolios. They also implement a special situations investment strategy. Springdale Capital may offer consultancy services to institutions, providing investment advice on a periodic basis.
Assets Under Management$64M
Clients47
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Springdale Capital offers two investment management services with different fees:
- Financial advisory services: 0.5% of your portfolio's value per year.
- Special situations services: 1% of your portfolio's value per year, plus a performance fee. If Springdale Capital exceeds a 7% hurdle rate, they also receive 20% of the new profits above that rate.
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