PROJECT WELLSPRING MANAGEMENT LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
340810

Firm profile

FINTRX

Overview

Project Wellspring Management LP is organized as a limited partnership that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm is classified as an unclassified adviser and does not present itself as a capital allocator to third‑party advisory clients. Public filings indicate it is not a multi‑state or SEC‑registered adviser in the conventional sense and it is not identified as an active ESG investor. The firm's activity centers on creating and managing private pooled structures rather than running a broad retail advisory business. As sponsor and managing member, the firm appears focused on structuring and operating private vehicles. There is no indication of a retail client book, advisory fee schedules, or standard account wrappers disclosed in the record provided. The business model is centered on managing one or more privately held investment vehicles where the firm serves in a fiduciary or managerial capacity.

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

FINTRX

Client base

Client personas

Contacts

3 of 4
  • D'Angela Simms

    Founding PartnerCRD 8246719

  • Brooke Daniels

    CRD 8246720

  • Qiana Patterson

    Founding PartnerCRD 8246718

Unlock 1 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

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
5960 Fairview Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth