Springbank Value Partners, L.P. is a mid-sized advisory firm based in Hampton Bays. It manages $58.95 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Springbank Value Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Springbank Value Partners, L.P. is $58.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Springbank Value Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Springbank Value Partners, L.P. performs its advisory services is located at 116 Newtown Road, Hampton Bays, NY 11946 1402, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 917 836-9480 or by fax NONE. The normal business hours are 7 am - 7 pm on Monday - Friday.