SPRINGBOARD ASSET MANAGEMENT LLC
CRD #154862 SEC #801-122972 CHESHIRE, CT 203-651-7110
SEC Registered
Total AUM
$118.9M
Discretionary
$118.9M
Employees
2
Clients
10
Accounts
351
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREEN, CHARLES, MORTON | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, CHARLES, MORTON | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, CHARLES, MORTON | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, CHARLES, MORTON | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, CHARLES, MORTON | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, CHARLES, MORTON | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, REBECCA, DEWEY | I | PRINCIPAL | D | Control |
| GREEN, REBECCA, DEWEY | I | PRINCIPAL | D | Control |
| GREEN, REBECCA, DEWEY | I | PRINCIPAL | D | Control |
| GREEN, REBECCA, DEWEY | I | PRINCIPAL | D | Control |
| GREEN, REBECCA, DEWEY | I | PRINCIPAL | D | Control |
| GREEN, REBECCA, DEWEY | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (2)
CT NH
Address
355 HIGHLAND AVENUESUITE 201
CHESHIRE, CT 06410
United States
Phone: 203-651-7110