Spring Lake Asset Management provides investment advice to pooled investment vehicles (funds) that invest in taxable and tax-exempt municipal bonds. The firm aims to maximize total return by finding relative value opportunities in the municipal bond markets. Investment advice is provided directly to the funds, not to individual investors in the funds.
Assets Under Management$1.1B
Clients3
AdvisorsN/A
Avg. per Client$370M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Spring Lake Asset Management does not directly manage investments for individual investors. They manage pooled investment vehicles. The annual management fee is 1.50% of the fund's assets.
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