Wealthspring Capital LLC

RIASEC RegisteredEst. 2019

Total AUM

$515M

Discretionary

$515M

100% of AUM

Avg account

$3.8M

Accounts

134

Employees

Advisory reps

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

FINTRX

Overview

Wealthspring Capital LLC is a privately structured investment adviser that registers with the SEC and operates as a private equity fund manager while providing discretionary portfolio management across client types. The firm serves individuals and families as well as institutional clients and manages pooled investment vehicles. Its advisory remit includes portfolio management for individuals/small businesses, pooled vehicles, and businesses or institutions. The firm charges both asset-based fees and performance-linked fees. According to its filings, it does not position itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.