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Building 2WEALTHSPRING CAPITAL LLC

Map pinWEST HARRISON, NY
Phone914-419-2207
NotebookSEC #801-117460
Total AUM
$515M
Employees
5
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WESTCHESTER PARK DRIVE
SUITE 108
WEST HARRISON
NY 10604
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
914-419-2207

ReceiptFinancials

Total AUM
$515M
Accounts
134
Discretionary
$515M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$569.5K
HNW Individual Clients
110
AUM
$90.3M
Pooled Vehicle Clients
1
AUM
$13.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M
Charitable Organization Clients
1
AUM
$1M
Investment Advisor Clients
6
AUM
$348.4M
Corporation or Business Clients
8
AUM
$57.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLMAMINENHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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