S
$64.2M Total AUM
$64.2M Disc. AUM
6.4% 3Y CAGR
1 Employees
47 ADV. Clients
17 yrs Firm Age
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- Custodian
- T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
-- Princeton NJ
About Springdale Capital
Springdale Capital LLC is a Princeton, NJ registered investment advisor serving a select group of high-net-worth individuals and institutions. The firm builds portfolios with a value-oriented, purchase-price-driven discipline and emphasizes prudent asset allocation, tax efficiency, and low transaction costs. Portfolios commonly use ETFs and mutual funds, with custody reported at T. Rowe Price.
Team overview
-- AVG AGE
$64.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Y
YEVGENY NEGINSKY
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,199,742 | $1,365,952 |
| Non-Discretionary | $0 | -- |
| Total | $64,199,742 | $1,365,952 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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