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Adviser Profile

As of Date 02/29/2024
Adviser Type - An investment adviser to a company which has elected to be a business development company
Number of Employees 7 16.67%
of those in investment advisory functions 5
Registration SEC, Approved, 05/13/2022
Other registrations (1)
Former registrations

WELLINGS CAPITAL MANAGEMENT, LLC

AUM* 128,513,129 26.20%
of that, discretionary 128,513,129 26.20%
Private Fund GAV* 33,313,000
Avg Account Size 18,359,018 26.20%
SMA’s No
Private Funds 2
Contact Info 800 xxxxxxx
Websites

Client Types

- Business development companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

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

Private Funds



Employees

Private Funds Structure

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

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