Wealthspring Capital LLC
Firm details
- Headquarters
- West Harrison, New York
- CRD number
- 301040
- Registered since
- October 9, 2019
- Website
- wealthspringcapital.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers67.66%
- HNWI17.54%
- Corporations / Businesses11.13%
- Pooled Investment Vehicles2.55%
- Pension & Profit Sharing Plans0.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealthspring Capital LLC is a privately organized investment adviser and private equity fund established as an LLC and SEC-registered in 2019. The firm services both individual/family clients and institutional clients, offering portfolio management across separately managed accounts and pooled vehicles. Its advisory work spans individuals and small businesses, pooled investment vehicles, and businesses or institutions. Fee arrangements include a percentage-of-AUM component plus performance-based fees. The firm does not identify as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Other9%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Michael Mayer
Chief Operating OfficerCRD 7418339
Contacts
2 of 2
Matthew Simpson
Managing PartnerCRD 4715223
David Gallers
Co-Founder & Managing PartnerCRD 4467295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Harrison, NY
Westchester
Location
West Harrison, NY
Headquartered in West Harrison, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 2 Westchester Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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