Wellspring Gbl, LLC

RIASEC RegisteredEst. 2026
Total AUM
$300M
Discretionary
$300M
100% of AUM
Avg account
$75.1M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
312017
Registered since
July 7, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wellspring Gbl, LLC is a limited liability company organized as a hedge fund manager that serves institutional clients. The firm is set up to manage pooled investment vehicles and is registered to operate as a commodity pool operator or commodity trading advisor, indicating its delivery of portfolio management for collective funds rather than direct advisory to retail accounts. Its compensation combines a percentage-of-assets management fee with performance-based fees. The firm is not positioned as a capital allocator and does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • Ling Kwok

    Founder & CEOCRD 2564495

  • Edward Kwok

    Chief Compliance OfficerCRD 8242678

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
99 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth