Good Springs Capital

Good Springs Capital LP, established in 2023, is a Registered Investment Adviser with the SEC, managing private, pooled investment vehicles with approximately $610,739,000 in Regulatory Assets Under Management as of December 31, 2024. The firm was founded by David Van Geyzel and Yehuda Toledano, serving as the investment adviser to private investment vehicles offered to qualified purchasers. Good Springs focuses on control equity investments in U.S.-based middle-market companies, particularly in the industrial and services sectors. The firm's investment strategy aims for long-term capital appreciation through its six-factor business growth system. Clients include endowments, high net-worth individuals, institutions, and sovereign wealth funds. Good Springs charges a management fee of 2.0% of capital commitments or invested capital, with potential performance fees based on profits exceeding an 8.0% compound preferred return. The firm's Code of Ethics emphasizes fiduciary principles, personal trading policies, and compliance standards. Good Springs exercises full discretionary investment authority and complies with regulatory requirements for custody, voting client securities, and proxy voting policies. The firm does not receive compensation for recommending securities transactions and has no disciplinary events in the past ten years.