Wellspring Gbl, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Ling Kwok
Founder & CEOCRD 2564495
Edward Kwok
Chief Compliance OfficerCRD 8242678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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