AUMdb

Spring Lake Equity Gp Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 167613 · SEC file 801-78062 · Burlington, MA · SPRINGLAKEEQUITYPARTNERS.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$179M
Discretionary
$179M
Clients
4
Avg AUM / client
$44.8M
Accounts
4
Employees
3

AUM over time

$100M $450M
Sep 2013 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $179M 100.0%

Private funds (6)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $302M combined gross assets

FundTypeDomicileGross assetsOwners
Spring Lake Equity Partners Llc Private Equity Fund Delaware $154M 33
Spring Lake Equity Partners Ii Llc Private Equity Fund Delaware $110M 54
Spring Lake Equity Partners Iii Llc Private Equity Fund Delaware $32.7M 10
Spring Lake/Wk Co Investment Llc Private Equity Fund Delaware $4.8M 1
Spring Lake/Mm Co Investment Llc Private Equity Fund Delaware $3.7K 4
Spring Lake/Mm Co Investment Iii Llc Private Equity Fund Delaware $417 2

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Anderson, Erik, J Managing Member Jan 2002 (25y) ≈ 7.5% – 25% via Westriver Management, Llc
Forlenza, Robert, Philip Member Jul 2013 (13y) 25% – 50%
Mackeigan, Daniel, John Member Jul 2013 (13y) 10% – 25%
Scarpa, Carmen, Joseph Member Jul 2013 (13y) 25% – 50%
Williams, Jeffrey, Stewart Member Jul 2013 (13y) 10% – 25%
Jones, Paul, Tudor Co Chairman And Chief Investment Officer Jan 2015 (12y) ≈ 0% – 5% via Tudor Group Holdings Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Westriver Management, Llc Member Jul 2013 A 10% – 25%
Tudor Global Trading Llc Member Jul 2013 A Less than 5%
Gillespie, Stacey Jean Chief Compliance Officer Nov 2020 A Less than 5%
Tudor Group Holdings Llc Member Dec 1995 B ≈ 0% – 5% via Tudor Global Trading Llc

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Anderson, Erik, J: 75% – 100% of Westriver Management, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
  • Jones, Paul, Tudor: 75% – 100% of Tudor Group Holdings Llc × 75% – 100% of Tudor Global Trading Llc × 0% – 5% direct ≈ 0% – 5% of the firm
  • Tudor Group Holdings Llc: 75% – 100% of Tudor Global Trading Llc × 0% – 5% direct ≈ 0% – 5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (6, $302M gross assets)

FundTypeGross assetsMin. investmentOwners
Spring Lake Equity Partners Llc Private Equity Fund $154M $100K 33
Spring Lake Equity Partners Ii Llc Private Equity Fund $110M $50.0K 54
Spring Lake Equity Partners Iii Llc Private Equity Fund $32.7M $250K 10
Spring Lake/Wk Co Investment Llc Private Equity Fund $4.8M $3.0M 1
Spring Lake/Mm Co Investment Llc Private Equity Fund $3.7K $2.0M 4
Spring Lake/Mm Co Investment Iii Llc Private Equity Fund $417 $2.5M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 2.38 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗