Wellings Income Fund IV
Real Estate FundFund ID 805-7773263390Delaware, United States
Gross assets
$16.2M
Min. investment
$100K
Beneficial owners
100
Size rank
Top 72%
Audited
Yes
Structure
Standalone
About this fund
Wellings Income Fund IV is a real estate fund managed by Wellings Capital Management, LLC. The fund reports $16.2 million in gross assets, placing it among the top 72% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-7773263390 |
| Fund type | Real Estate Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Wellings Income Fund III | Real Estate | $17.1M |
Frequently asked questions
How large is Wellings Income Fund IV?
Wellings Income Fund IV reports $16.2 million in gross assets, among the top 72% of private funds by size.
What is the minimum investment for Wellings Income Fund IV?
The stated minimum investment is $100,000.
Who manages Wellings Income Fund IV?
Wellings Income Fund IV is managed by Wellings Capital Management, LLC.
Does Wellings Income Fund IV disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
W
Forest, VA
Service providers
Prime broker
None reported
Custodian
Administrator
Reported gross assets
$16.2MNo change
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 72%
Larger than 28% of 67,041 private funds
Gross assets vs Real Estate FundsTop 63%
Larger than 37% of 5,814 real estate funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.