Valspring Capital

RIASEC RegisteredEst. 2023
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$337M
Accounts
1
Employees
7
Advisory reps
4

Firm details

Headquarters
,
CRD number
318288
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Valspring Capital is organized as a partnership that operates as a private equity fund manager and sponsor. The firm focuses on pooled investment vehicles and serves an institutional client base. Its advisory activity centers on portfolio management for pooled funds, and the firm acts as sponsor, general partner and managing member on the vehicles it runs. Valspring Capital reports an active ESG posture, indicating that environmental, social and governance factors are considered in investment selection and ongoing stewardship. The firm uses a fee model that includes a percentage-of-assets component plus other fee arrangements. Valspring registered with the SEC in 2023 and is structured as a domestic entity with individual ownership elements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Trisha Mccullagh

    Trisha Mccullagh

    Chief Financial OfficerCRD 5217912

  • Vikas Sharma

    Vikas Sharma

    Chief Compliance OfficerCRD 7069315

Contacts

2 of 2
  • Amy Sievert

    Amy Sievert

    Co-FounderCRD 7631861

  • Yumin Choi

    Yumin Choi

    Co-Founder & Managing PartnerCRD 7492456

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth