Wellspring Capital Management Llc
- Regulatory AUM
- $208M
- Discretionary
- $208M
- Clients
- 8
- Avg AUM / client
- $26.0M
- Accounts
- 8
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $208M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $901M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wellspring Capital Partners V, L.P. | Private Equity Fund | Delaware | $724M | 48 |
| Wellspring Capital Partners V (Cayman I), L.P. | Private Equity Fund | Cayman Islands | $54.7M | 37 |
| Wellspring Capital Partners V (Delaware I), L.P. | Private Equity Fund | Delaware | $33.6M | 19 |
| Wellspring Capital Partners V (Parallel), L.P. | Private Equity Fund | Delaware | $27.4M | 9 |
| Wellspring Capital Partners V (Cayman Ii), L.P. | Private Equity Fund | Cayman Islands | $21.1M | 12 |
| Wellspring Capital Partners V (Delaware Ii), L.P. | Private Equity Fund | Delaware | $17.3M | 4 |
| Calpers Wellspring V, L.P. | Private Equity Fund | Delaware | $17.3M | 2 |
| Wellspring Capital Partners V (Parallel) (Cayman), L.P. | Private Equity Fund | Cayman Islands | $2.7M | 9 |
| Wellspring Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $2.2M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dawson, William, Francis | Owner | Dec 2007 (19y) | 25% – 50% | |
| Feldman, Greg, S | Owner | Dec 2007 (19y) | 25% – 50% | |
| Mudho, Sarah, Akoth | Chief Compliance Officer / General Counsel | Nov 2017 (9y) | Less than 5% | |
| O'sullivan, Liam, Timothy | Chief Financial Officer | Jul 2019 (7y) | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $901M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wellspring Capital Partners V, L.P. | Private Equity Fund | $724M | $10.0M | 48 |
| Wellspring Capital Partners V (Cayman I), L.P. | Private Equity Fund | $54.7M | $8.5K | 37 |
| Wellspring Capital Partners V (Delaware I), L.P. | Private Equity Fund | $33.6M | $10.6K | 19 |
| Wellspring Capital Partners V (Parallel), L.P. | Private Equity Fund | $27.4M | $10.0M | 9 |
| Wellspring Capital Partners V (Cayman Ii), L.P. | Private Equity Fund | $21.1M | $614K | 12 |
| Wellspring Capital Partners V (Delaware Ii), L.P. | Private Equity Fund | $17.3M | $1.5M | 4 |
| Calpers Wellspring V, L.P. | Private Equity Fund | $17.3M | $25.0K | 2 |
| Wellspring Capital Partners V (Parallel) (Cayman), L.P. | Private Equity Fund | $2.7M | $61.9K | 9 |
| Wellspring Capital Partners Iv, L.P. | Private Equity Fund | $2.2M | $10.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.93 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • TRANSACTION FEES AS DESCRIBED IN PART 2A.
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗