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WEALTHSPRING CAPITAL LLC
CRD 301040 · SEC 801-117460
2 WESTCHESTER PARK DRIVE, SUITE 108, WEST HARRISON, NY, 10604, United States
Phone
914-419-2207
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$515.0M
Discretionary AUM
$515.0M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | $90.3M |
| Pooled investment vehicles | 1 | $13.1M |
| Other investment advisers | 6 | $348.4M |
| Corporations/business entities | 8 | $57.3M |
States served
CO, MA, MI, NE, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD