WELLSPRING CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$208M
Discretionary
$208M
100% of AUM
Avg account
$26M
Accounts
8
Employees
23
Advisory reps
6

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–oriented investment manager organized as an LLC and SEC‑registered since 2012. The firm serves institutional clients and operates primarily through pooled investment vehicles where it performs portfolio management. Its business activities include acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and serving as sponsor, general partner or managing member of its funds. Ownership is held privately by an individual. Fee arrangements include a percentage of assets under management, performance-based fees and other fee lines. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MARK STEINHAUER

    Chief Financial OfficerCRD 5395585

Contacts

3 of 5
  • GREG FELDMAN

    OwnerCRD 6027677

  • MATTHEW HARRISON

    Managing PartnerCRD 6881324

  • WILLIAM DAWSON

    Managing PartnerCRD 1554547

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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