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Springbank Value Partners, L.P. (Hampton Bays)


Springbank Value Partners, L.P. is a mid-sized advisory firm based in Hampton Bays. It manages $58.95 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Springbank Value Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Springbank Value Partners: assets under management

The assets under management (AUM) of Springbank Value Partners, L.P. is $58.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.55 million each.
Springbank Value Partners has custody of $165 in cash and securities for 38 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Springbank Value Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Haywood Maynard Chairman 1 Jan 1971 25% - 50% 1464217
Frank Templeton Nickell President 1 Mar 2004 25% - 50% 2968520
George Ashby Mcelveen Managing member 1 Jun 2008 25% - 50% 4224886
Lucien Crenshaw Ellison Managing member 1 Jul 2010 50% - 75% 2943326

Based in Hampton Bays

The principal office where Springbank Value Partners, L.P. performs its advisory services is located at 116 Newtown Road, Hampton Bays, NY 11946 1402, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917 836-9480 or by fax NONE. The normal business hours are 7 am - 7 pm on Monday - Friday.


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