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Wellspring Capital Advisors, LLC

● SEC registered since 2004CRD 132698SEC# 801-63569
Export (members)
Reg. AUM
$5.03B
Employees
2
Accounts
14
Location

Wellspring Capital Advisors, LLC assets under management

Wellspring Capital Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2004. It reports $5 billion in regulatory assets under management and employs 2 people.

Wellspring Capital Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley F. Herrick ControlPartner25-50%2015
Steven Wayne Guyer ControlManaging Partner/ Chief Compliance Officer50-75%2004

Frequently asked questions

How much does Wellspring Capital Advisors, LLC manage?

Wellspring Capital Advisors, LLC reports $5 billion in regulatory assets under management on its Form ADV.

How many employees does Wellspring Capital Advisors, LLC have?

Wellspring Capital Advisors, LLC reports 2 employees.

Does Wellspring Capital Advisors, LLC disclose fund performance?

Wellspring Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone312-346-6822
Fax0
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$5.03B▲ 19%
Mar '25 — $4.23BApr '25 — $4.23BMay '25 — $4.23BJun '25 — $4.23BJul '25 — $4.23BAug '25 — $4.23BSep '25 — $4.23BOct '25 — $4.23BNov '25 — $4.23BDec '25 — $4.23BJan '26 — $4.23BFeb '26 — $4.23BMar '26 — $4.23BApr '26 — $5.03BMay '26 — $5.03BJun '26 — $5.03B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$5.03Bregulatory AUM
Discretionary $0Non-discretionary $5.03B