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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2020
- Office Locations
- 1
Office Locations
About Spring Delta Asset Management, LLC
Spring Delta Asset Management (New York) provides wealth management and single-family-office support for high-net-worth families, including multigenerational planning, family governance, philanthropy, and administrative bill-pay/record-keeping. Portfolios are actively managed using ETFs alongside equities, fixed income, cash/treasury management, structured products, and options for hedging and return enhancement, supported by ongoing client education and a mobile app.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Alexander Lackwood
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4742917
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,938,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,938,748 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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