WINGSPAN CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$94.5M
Discretionary
$74M
78% of AUM
Avg account
$3.5M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
307759
Registered since
April 21, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • ANDREW EBERHART

    Co-Chief Investment OfficerCRD 2594054

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth