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| Happy Holidays!! thanks for using AUM13F!! |
| Wellspring Capital Management Group LLC
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| CRD # | 291049 |
| SEC # | 801-112595 |
| CIK # | |
| AUM | $3.9 B (2025-05-16) |
| Employees | 22 (68% Investors, 0% Brokers) |
| Phone | 212-318-9800 |
| Address | 605 Third Avenue New York, NY 10158 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | WCM GP Rollover Continuation Fund LP | [2025-04-22] | 0.0 | 83.6 |
| PE | WCM Management VI Rollover LP | [2025-04-22] | 0.0 | 16.6 |
| PE | WCM Rollover Continuation Fund LP | [2025-04-22] | 0.0 | 17.4 |
| PE | WCM Rollover Continuation Fund Offshore LP | [2025-04-22] | 0.0 | 33.4 |
| PE | WCM S1 Co-Invest Fund LP | [2025-04-22] | 0.0 | 134.7 |
| PE | WCP Bridge Fund LP | [2025-04-22] | 0.0 | 307.8 |
| PE | WCP Bridge Fund Offshore LP | [2025-04-22] | 0.0 | 25.9 |
| PE | WCP CNS Fund LP | [2025-04-22] | 0.0 | 113.0 |
| PE | WCP Summit Fund LP | [2025-04-22] | 0.0 | 56.8 |
| PE | WCM Continuation Fund LP | [2024-03-26] | 0.0 | 1,064.2 |
| 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 | 1,216.4 |
| PE | Wellspring Capital Partners VI Offshore LP | [2017-03-30] | 0.0 | 579.4 |
| PE | Wellspring Capital Partners VI TE LP | [2017-03-30] | 0.0 | 224.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 3.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 3.9 |
| By Discretionary | ||
| Discretionary | 15 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 15 | 3.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Greg Feldman | 5 | ||
| Matthew Harrison | 29 | ||
| John Morningstar | 17 | ||
| Alexander Carles | 16 | ||
| Naishadh Lalwani | 13 | ||
| Joshua Cascade | 6 | ||
| William Dawson Jr | 5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wellspring Capital Management Group LLC
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|
NY | 3.9 |
|
Wellspring Capital Management LLC
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|
NY | 0.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bertram Capital Management LLC
✚
|
CA | 4.0 |
|
OIC LP
✚
|
NY | 4.0 |
|
Star Mountain Fund Management LLC
✚
|
NY | 4.0 |
|
Graham Partners Inc
✚
|
PA | 3.9 |
|
Ridgewood Energy Corporation
✚
|
TX | 3.9 |
|
Norwest Capital Advisors LLC
✚
|
MN | 3.8 |
|
Roundhill Financial Inc
✚
|
NY | 3.8 |
|
Gemspring Capital Management LLC
✚
|
CT | 3.8 |
|
VWH Capital Management LP
✚
|
TX | 3.7 |
|
10th Lane Partners LP
✚
|
NY | 3.7 |