Springboard Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cheshire, CT. Its latest Form ADV filing, dated March 19, 2026, reports $137M in regulatory assets under management, 2 employees, and 339 accounts.
Assets Under Management
$137M
Employees
2
Offices
--
Total Clients
98
Primary office
CHESHIRE, CT
355 HIGHLAND AVENUE, SUITE 201, CHESHIRE, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
59
2
HNWI
38.8%
38
3
Charitable
1.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of March 19, 2026
Discretionary100.0%
$137M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$137M
Total Accounts339
10Y AUM Change+$33M (+31.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.