WELLSPRING CAPITAL MANAGEMENT GROUP LLC
Latest filing: Apr 22, 2025 (46 days ago)
AUM
$3,860,822,037
19% change vs. 1 year ago
86% change vs. 3 years ago
163% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
22
0% change vs. 1 year ago
-8% change vs. 3 years ago
-4% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
605 THIRD AVENUE, NEW YORK, NY, UNITED STATES, 10158
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.9 |
| Non-Discretionary | $0.0 |
| Total | $3.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.9 |
| Institutional | $0.0 |
| Total | $3.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WELLSPRING CAPITAL MANAGEMENT LLC | $0.4 | 161184 | |
| WCM GENPAR VII (OFFSHORE), L.P. | $0.0 | - | |
| WCM GENPAR IV, L.P. | $0.0 | - | |
| WCM GENPAR V (CAYMAN), L.P. | $0.0 | - | |
| WCM GENPAR V, L.P. | $0.0 | - | |
| WCM GENPAR VI (OFFSHORE), L.P. | $0.0 | - | |
| WCM GENPAR VI, L.P. | $0.0 | - | |
| WCM GENPAR VII, L.P. | $0.0 | - | |
| WCM CONTINUATION FUND GENPAR, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
5 active
| Name | Title |
|---|---|
| CARLES, ALEXANDER, EDWARD | MEMBER / MANAGER |
| MORNINGSTAR, JOHN, EDWARD | MEMBER / MANAGER |
| HARRISON, MATTHEW, GORDON | MEMBER / MANAGER |
| MUDHO, SARAH, AKOTH | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL |
| O'SULLIVAN, LIAM, TIMOTHY | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $3.9 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $3.5 | $0.4 | 11% | 22 | 0 | 0% |
| 2024-04-02 | $3.2 | $0.6 | 19% | 22 | 0 | 0% |
| 2023-04-04 | $2.3 | $1.5 | 67% | 24 | -2 | -8% |
| 2022-04-01 | $2.1 | $1.8 | 86% | 24 | -2 | -8% |
| 2021-04-05 | $1.7 | $2.2 | 131% | 23 | -1 | -4% |
| 2020-04-01 | $1.5 | $2.4 | 163% | 23 | -1 | -4% |
| 2019-04-01 | $1.5 | $2.3 | 155% | 23 | -1 | -4% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 21 | 1 | 5% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV