D
CRD: 296927
Double Springs Capital LLC
Santa Barbara, CA, 93101
2566682281
$53.3M Total AUM
$53.3M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
7 yrs Firm Age
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- Custodian
- Deutsche Bank · Goldman Sachs · JP Morgan · State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2018
- Office Locations
- 1
Office Locations
1117 State Street #Mezz 6 Santa Barbara CA
About Double Springs Capital LLC
Double Springs Capital LLC is a Santa Barbara-based RIA. The firm has been operating for 7 years. Managing $53.3M in total assets under management, with 1 advisory representatives. They custody assets with Deutsche Bank and Goldman Sachs. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$53.3M AVG AUM / ADVISOR
$53.3M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Catalyst eagle
Asset Classes
Meridian Zenith Ember prime
Investment Themes
Insight value Glacier
Investment Vehicles
Peak capital
Services
Radial prime
Owner & Executives
E
EDWARD HERBERT FISHER IV
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #5889826
- Ownership
- 75% or more
(981) 264-6102
atlas.focus@unisoncapital.com
in linkedin.com/in/vertex-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,304,584 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,304,584 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,304,584
Equity - Exchange:
17.8% Cash:
40.3% Public Funds:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $368,634,079 | 17.8% |
| Cash | $834,604,123 | 40.3% |
| Public Funds | $867,739,770 | 41.9% |
| Total | $2,070,977,972 | 100.0% |