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Adviser Profile

As of Date 03/04/2025
Adviser Type - An investment adviser to a company which has elected to be a business development company
Number of Employees 11 83.33%
of those in investment advisory functions 5
Registration SEC, Approved, 05/13/2022
Other registrations (1)
Former registrations

WELLINGS CAPITAL MANAGEMENT, LLC

AUM* 166,371,771 63.38%
of that, discretionary 166,371,771 63.38%
Private Fund GAV* 32,889,234 -1.27%
Avg Account Size 16,637,177 14.36%
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$32,889,234

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