|
⚲
|
| Wellspring Capital Management Group LLC
✚
| |
|---|---|
| CRD # | 291049 |
| SEC # | 801-112595 |
| CIK # | |
| AUM | $3.2 BB (2024-03-26) |
| Employees | 22 (77% Investors, 0% Brokers) |
| Phone | 212-318-9800 |
| Address | 605 Third Avenue New York, NY 10158 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | WCM Continuation Fund LP | [2024-03-26] | 0.0 | 840.2 |
| PE | Wellspring Capital Partners VII LP | [2024-03-26] | 51.0 | 9.2 |
| PE | Wellspring Capital Partners VII Offshore LP | [2024-03-26] | 42.5 | 25.5 |
| PE | Wellspring Capital Partners VI LP | [2017-03-30] | 0.0 | 1,603.0 |
| PE | Wellspring Capital Partners VI Offshore LP | [2017-03-30] | 0.0 | 755.3 |
| PE | Wellspring Capital Partners VI TE LP | [2017-03-30] | 0.0 | 295.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 3.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 3.2 |
| By Discretionary | ||
| Discretionary | 6 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 6 | 3.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Matthew Harrison | 25 | ||
| Greg Feldman | 5 | ||
| John Morningstar | 13 | ||
| Alexander Carles | 12 | ||
| Naishadh Lalwani | 9 | ||
| Joshua Cascade | 6 | ||
| William Dawson Jr | 5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wellspring Capital Management Group LLC
✚
|
NY | 3.2 |
|
Wellspring Capital Management LLC
✚
|
NY | 0.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crosspoint Capital Partners LP
✚
|
CA | 3.3 |
|
PNC TC LLC
✚
|
KY | 3.3 |
|
Stellex Capital Management LLC
✚
|
NY | 3.2 |
|
Windrose Health Investors LLC
✚
|
NY | 3.2 |
|
Falfurrias Management Partners LP
✚
|
NC | 3.2 |
|
Focused Investors LLC
✚
|
CA | 3.2 |
|
ZMC Advisors LP
✚
|
NY | 3.2 |
|
Steele Creek Investment Management LLC
✚
|
NC | 3.2 |
|
Vestar Capital Partners LLC
✚
|
NY | 3.2 |
|
Madison Capital Partners Corporation
✚
|
IL | 3.1 |