RIA Intel›Advisers›Pennsylvania›SPOUTING ROCK ASSET MANAGEMENT, LLC

SPOUTING ROCK ASSET MANAGEMENT, LLC

Advisory

N·BRYN MAWR, PA

Data as of Feb 1, 2024 · Source: SEC Form ADV

Total AUM

$455M

1-Year AUM Growth

+27.8%

3-Year CAGR

-13.3%

Employees

13

Assets Under Management

Total AUM$455M

Discretionary AUM$411M

Non-Discretionary AUM$44M

Discretionary %90.3%

Total Clients—

Team

Total Employees13

Investment Advisers44

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingNov 18, 2014

Latest FilingFeb 1, 2024

🔒 Full AUM trend chart and 37 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SPOUTING ROCK ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.