WINGSPAN CAPITAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 307759
- Registered since
- April 21, 2021
- Website
- www.wingspanfund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles78.22%
- HNWI21.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wingspan Capital, LLC is a privately held investment adviser that operates as a manager and sponsor of pooled investment vehicles, with a focus on private equity strategies. The firm, registered with the SEC in 2021 and organized as a limited liability company, serves both individual and family clients as well as institutional investors. Its advisory work centers on portfolio management for individuals and small businesses and on managing pooled investment vehicles where it often serves as sponsor, general partner, or managing member. Investment activity is concentrated in private markets. Wingspan structures and advises private funds and uses a fee model that combines a percentage of assets under management with performance-based fees, consistent with private fund economics. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
Asset composition
- Private Funds100%
Owners & executives
1 of 1ANDREW EBERHART
Co-Chief Investment OfficerCRD 2594054
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
- 667 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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