PROJECT WELLSPRING MANAGEMENT LP
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 340810
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4D'Angela Simms
Founding PartnerCRD 8246719
Brooke Daniels
CRD 8246720
Qiana Patterson
Founding PartnerCRD 8246718
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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