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SPOUTING ROCK ASSET MANAGEMENT, LLC
BRYN MAWR, PA
610-788-2128
SEC #801-80642Total AUM
$455M
Employees
44Clients
187Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
925 W. LANCASTER AVE.
SUITE 250
BRYN MAWR
PA 19010
United States
SUITE 250
BRYN MAWR
PA 19010
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
610-788-2128
Other Offices
2
Financials
Total AUM
$455M
Accounts
187Discretionary
$410.6M
Accounts
179Non-Discretionary
$44.3M
Accounts
8
Clients
Individual Clients
122AUM
$34.6M
HNW Individual Clients
40AUM
$114.4M
Investment Company Clients
9AUM
$53.5M
Pooled Vehicle Clients
11AUM
$177.9M
Pension/Profit Sharing Plan Clients
1AUM
$21.9M
Charitable Organization Clients
3AUM
$1.5M
Government Entity Clients
1AUM
$51.1M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SHARE IN THIRD PARTY ADVISORY FEES
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTDCFLGAILINMAMDNCNJNYPATXVA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.