other names
  • WELLINGS CAPITAL
  • WELLINGS CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 08/07/2025
ADV Location FOREST, VA, United States
Adviser Type - Large advisory firm
Number of Employees 11 57%
of those in investment advisory functions 5
Registration SEC, Approved, 05/13/2022
Other registrations (1)
Former registrations

WELLINGS CAPITAL MANAGEMENT, LLC

AUM* 201,928,429 57%
of that, discretionary 201,928,429 57%
Private Fund GAV* 33,313,000 1%
Avg Account Size 14,423,459 -21%
SMA’s No
Private Funds 2
Contact Info 800 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

102M 87M 73M 58M 44M 29M 15M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$33,313,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser LANIER ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund21.8m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV21.8m AUM139.8m #Funds3
Adviser CORETRUST INVESTMENT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM121.8m #Funds-
Adviser AII CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund4.1m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.1m AUM120.5m #Funds1
Adviser FORUM CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund282.8m Securitized Asset Fund- Venture Capital Fund- Other Fund264.2m Total Private Fund GAV547.0m AUM989.9m #Funds12
Adviser SENECA CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund109.4m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV109.4m AUM109.4m #Funds1
Adviser SOLUTIONS 4 WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.6m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6m AUM173.6m #Funds1
Adviser ADDICUS ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund10.0m Real Estate Fund124.4m Securitized Asset Fund- Venture Capital Fund- Other Fund24.6m Total Private Fund GAV158.9m AUM274.8m #Funds52
Adviser BLUE MOON CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund130.2m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV130.2m AUM136.5m #Funds1
Adviser BASELINE PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund110.6m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV110.6m AUM110.6m #Funds2
Adviser S2 FUND MANAGER, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund792.3m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV792.3m AUM792.3m #Funds6

Brochure Summary