Wellspring Capital Management LLC

RIASEC Registered
Total AUM
$208M
Discretionary
$208M
100% of AUM
Avg account
$26M
Accounts
8
Employees
23
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
161184
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wellspring Capital Management LLC is a private equity manager organized as an LLC that serves institutional clients through pooled investment vehicles. The firm is registered with the SEC (registered in 2012) and combines portfolio management for pooled vehicles with roles typical of a sponsor/GP and CPO/CTA. Ownership is individual, and its business model includes both asset-based and performance-based fee components alongside other fee arrangements. The firm does not identify as an active ESG investor and operates as a single-state adviser rather than a multi-state RIA.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth