Spring City Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Spring City Partners provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm also offers as-needed consultations and delivers participant education and plan‑sponsor support under ERISA §3(21) consulting engagements.
The firm follows a long‑term, value‑oriented investment approach that emphasizes fundamental analysis supplemented by proprietary alternative data sets. Portfolios are typically concentrated and constructed for absolute return, and the firm may employ margin, options strategies, and special‑situation holdings when appropriate for a client’s risk profile.
With roughly $16 million in assets under management across about 40 client relationships, Spring City Partners’ use of proprietary alternative data, concentrated value positions, and active use of margin and options is notable relative to many peers of similar size. The firm also provides sub‑advisory and consulting services to other advisers and discloses the principal’s separate, non‑advisory tax‑preparation and bookkeeping activity.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee ranges from $1,000 to $5,000
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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