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 an SEC-registered investment adviser formed as an LLC in 2019 that operates as a private equity fund manager and adviser to individual, family, and institutional clients. Ownership is split between domestic corporate and individual interests. The firm charges both a percentage-of-AUM fee and performance-based fees and provides portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or business mandates. Wealthspring does not identify as an active ESG investor and is not structured as a multi-state or related adviser; it also does not present itself as a capital allocator to external managers.