DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

S••••• L••• C••••••

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 290181SEC 801-119134websiteIAPD
Legal name S••••• L••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 24, 2020 · 10 filings
SEC status approved since Jul 24, 2020
RAUM
$425M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$425M as of Mar 31, 2026
Mar 25, 2021$156M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20210 then
Employees (5.A)16 as of Mar 31, 2026
Mar 25, 20218 then
Private funds7 as of Mar 31, 2026
Mar 25, 20213 then
RAUM +8.0% over the last fiscal year+1.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$60.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+8.0%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$425M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      7 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • D••• R••••• · Managercontrol
        since 04/2017 · owns less than 5%
      • G•••• N•••••• K•••• · Manager / Chief Compliance Officercontrol
        since 04/2017 · owns less than 5%
      • L•••• Q••• · Cfocontrol
        since 10/2020 · owns less than 5%
      • Z•••••• C•••••••• · Managercontrol
        since 04/2017 · owns less than 5%
      Entity owners
      • S••••• L••• C•••••• H••••••• L•• · 100% Owner
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • S••••• L••• C•••••• P••••••• C••••• G• I•• I••
        pooled vehicle sponsorn
      • S••••• L••• C•••••• P••••••• C••••• G•• I•••
        pooled vehicle sponsorn
      • S••••• L••• C•••••• P••••••• G•• L••
        n
      • S••••• L••• C•••••• P••••••• I•• L•
        pooled vehicle sponsorn
      • S••••• L••• C•••••• P•••••••• L•
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • Montreal, Canada2 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 8 to 10
        Mar 27, 2025 to Mar 31, 2026
      • Discretionary RAUM · $393M to $425M
        Mar 27, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $393M to $425M
        Mar 27, 2025 to Mar 31, 2026
      • RAUM · $393M to $425M
        Mar 27, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 27, 2025
      • Discretionary RAUM · $419M to $393M
        Mar 28, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $419M to $393M
        Mar 28, 2024 to Mar 27, 2025
      • RAUM · $419M to $393M
        Mar 28, 2024 to Mar 27, 2025
      • Accounts · 6 to 7
        Mar 31, 2023 to Mar 28, 2024
      • Advisory employees · 9 to 8
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 6 to 7
        Mar 31, 2023 to Mar 28, 2024
      • Private funds · 6 to 7
        Mar 31, 2023 to Mar 28, 2024
      • Discretionary RAUM · $411M to $419M
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $411M to $419M
        Mar 31, 2023 to Mar 28, 2024
      • RAUM · $411M to $419M
        Mar 31, 2023 to Mar 28, 2024
      • Advisory employees · 7 to 9
        Feb 15, 2023 to Mar 31, 2023
      • Employees · 9 to 16
        Feb 15, 2023 to Mar 31, 2023
      • Discretionary RAUM · $307M to $411M
        Feb 15, 2023 to Mar 31, 2023
      • Pooled vehicle RAUM · $307M to $411M
        Feb 15, 2023 to Mar 31, 2023
      • RAUM · $307M to $411M
        Feb 15, 2023 to Mar 31, 2023
      • Accounts · 3 to 6
        Apr 28, 2021 to Mar 30, 2022
      • Pooled vehicle clients · 3 to 6
        Apr 28, 2021 to Mar 30, 2022
      • Assets in custody · 0.0 to unset
        Apr 28, 2021 to Mar 30, 2022
      • Employees · 8 to 9
        Apr 28, 2021 to Mar 30, 2022
      • Private funds · 3 to 6
        Apr 28, 2021 to Mar 30, 2022
      • Discretionary RAUM · $146M to $307M
        Apr 28, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $146M to $307M
        Apr 28, 2021 to Mar 30, 2022
      • RAUM · $146M to $307M
        Apr 28, 2021 to Mar 30, 2022
      • Discretionary RAUM · $156M to $146M
        Mar 25, 2021 to Apr 28, 2021
      • Pooled vehicle RAUM · $156M to $146M
        Mar 25, 2021 to Apr 28, 2021
      • RAUM · $156M to $146M
        Mar 25, 2021 to Apr 28, 2021
      • Employees · 7 to 8
        Jun 24, 2020 to Mar 25, 2021
      • Private funds · 6 to 3
        Jun 24, 2020 to Mar 25, 2021
      • Related adviser · true to false
        Jun 24, 2020 to Mar 25, 2021
      Signals
      5 dated events
      • S••••• L••• C•••••• reported RAUM $411.1M, up 34% from $307.1M (2023-02-15 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • S••••• L••• C•••••• reported RAUM $307.1M, up 110% from $146.1M (2021-04-28 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • Marie Joyce Ferris (Chief Financial Officer) no longer on Schedule A of S••••• L••• C•••••• (listed 2020-06-24, absent 2021-03-25)
        Mar 25, 2021 · Control person left · inference
      • Qing Leng (Cfo) appeared on Schedule A of S••••• L••• C••••••
        Mar 25, 2021 · Control person joined · fact
      • S••••• L••• C•••••• filed its initial SEC registration (Form ADV)
        Jun 24, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/springlanecapital/aboutreportedpublic record, Form ADV, Sep 19, 2026
      Website
      S•••••L•••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      5145857606reportedpublic record, Form ADV, Mar 31, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026