Wealthspring Capital LLC

RIASEC RegisteredEst. 2019

Total AUM

$515M

Discretionary

$515M

100% of AUM

Avg account

$3.8M

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: West Harrison, New York
CRD number: 301040
Registered since: October 9, 2019
Website: wealthspringcapital.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other Investment Advisers67.66%
HNWI17.54%
Corporations / Businesses11.13%
Pooled Investment Vehicles2.55%
Pension & Profit Sharing Plans0.81%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealthspring Capital LLC is an LLC-structured, SEC-registered investment adviser (registered in 2019) that operates as a private equity fund while also providing portfolio management across client types. The firm serves both individual/family clients and institutional investors and bills using a mix of percentage-of-AUM fees and performance-based fees. Advisory services listed include portfolio management for individuals and small businesses, management of pooled investment vehicles, and mandates for businesses or institutions. The firm does not self-identify as an active ESG investor and is not listed as a multi-state adviser. Ownership is a mix of a domestic entity and individual ownership.