SourcingSourcing

SPRING LAKE EQUITY GP LLC

C44
CRD 167613·SEC 801-78062·BURLINGTON, MA
AUM
$179.2M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$537K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPRING LAKE EQUITY GP LLC
CRD
167613
SEC file #
801-78062
EIN
812882075
DBA names
—

Economics

AUM
$179.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$371.1M → $179.2M▼ -52%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BURLINGTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
springlakeequitypartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FORLENZA, ROBERT, PHILIP
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
FORLENZA, ROBERT, PHILIP
SCARPA, CARMEN, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SPRINGLAKEEQUITYPARTNERS.COM
Rdap Domain Creation Date
2013-03-28T15:56:23Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001689814
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2016-11-14
Edgar Last Filing Date
2018-11-06
Edgar Form D Count
2
Edgar Form D Offerings
2018-11-062018-11-06 · 0001567619-18-005179
2016-11-142016-11-14 · 0001140361-16-086467
Edgar Former Names
SPRING LAKE EQUITY PARTNERS EXTENSION FUND LLC

Local market & wealth

Rank targets by how wealthy the local market is

Census Median Hh Income
87,511
Census High Income Households
77
Census Median Age
35
Census Pop 65 66 Total
43
Census Total Households
903
Fdic Zip Total Deposits
854,858,000
Fdic Zip Branch Count
34
Fdic Zip Top Banks
Spencer Savings Bank
Cornerstone Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (25)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Census Bachelors Plus Count
375
Census Median Home Value
346,900
Census Unemployed Count
168
Census Zip
01083
Custodian Candidates
Full
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
C/O SPRING LAKE EQUITY MANAGEMENT LLC125 HIGH STREET, SUITE 2211BOSTON, MA 02110
Business
C/O SPRING LAKE EQUITY MANAGEMENT LLC125 HIGH STREET, SUITE 2211BOSTON, MA 02110
Edgar EIN
812882075
Edgar Recent Filings
D2018-11-06 · 0001567619-18-005179
D2016-11-14 · 0001140361-16-086467
Fdic Zip Branches Raw
Spencer Savings BankWarren, MA
Spencer Savings BankWarren, MA
Fdic Zip HHI
5760.84
Fdic Zip Top Bank Share Pct
70.92
Fdic Zip Year
2022
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-28T15:56:23Z
Rdap Domain Last Changed
2024-01-30T14:51:00Z
Rdap Nameservers
Ns1.mediatemple.netNs2.mediatemple.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6027309
Trust Company Affiliate
No

People (5)

5
FORLENZA, ROBERT, PHILIP
Direct Owner · 37.5%
6027309
SCARPA, CARMEN, JOSEPH
Direct Owner · 37.5%
1551693
MACKEIGAN, DANIEL, JOHN
Direct Owner · 17.5%
2668127
WESTRIVER MANAGEMENT, LLC
Direct Owner · 17.5%
161921
WILLIAMS, JEFFREY, STEWART
Direct Owner · 17.5%
2428130