The WEALTHSPRING CAPITAL is a privately held investment adviser that advises $514.98mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WEALTHSPRING CAPITAL is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 45.59% over the last 5-years.
The Group has been registered with the SEC for 6.81 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2 WESTCHESTER PARK DRIVE SUITE 108, WEST HARRISON, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $514.98mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 14 other accounts. Assets of Other Investment Advisers clients own $348.45mn or 67.66% of Total Assets and High Net Worth Individuals own $90.33mn or 17.54% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $13.12mn in assets.
The Group discloses management fees and performance-based fees.
WEALTHSPRING CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.