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| Wellings Capital Management LLC
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|---|---|
| CRD # | 316324 |
| SEC # | 801-125011 |
| CIK # | |
| AUM | 201.9 M (2025-08-07) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 800-844-2188 |
| Address | 14805 Forest Rd Forest, VA 24551 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Wellings Income Fund IV | 2022-01-28 | 16.2 M | |
| RE | Wellings Income Fund III | [2021-08-30] | 17.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 201.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 201.9 |
| By Discretionary | ||
| Discretionary | 14 | 201.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 201.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.9 | |
| Total | 14 | 201.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Paul Moore | 24 | 2 | ||
| Benjamin Kahle | 15 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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