AUMdb

Sparkline Capital Lp

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 314364 · SEC file 801-121161 · · www.sparklinecapital.com
☆ Save with Pro ADV data as of Apr 22, 2026
Regulatory AUM
$90.2M
Discretionary
$400K
Clients
5
Avg AUM / client
$18.0M
Accounts
5
Employees
1

AUM over time

$1.1M $90.2M
Apr 7, 2021 Apr 22, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 2 $89.8M 99.6%
Pooled investment vehicles (non-investment companies) 3 $400K 0.44%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $24.7M combined gross assets

FundTypeDomicileGross assetsOwners
Sparkline Web3 Value Fund Ltd master Hedge Fund Cayman Islands $12.6M 13
Sparkline Web3 Value Fund Offshore Ltd feeder Hedge Fund Cayman Islands $9.2M 2
Sparkline Web3 Value Fund Lp feeder Hedge Fund Delaware $2.9M 10

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christopher Tsong Kai Wu Limited Partner, Chief Investment Officer, Chief Compliance Officer Oct 2018 (8y) 75% or more
Wilderman, Beatrice Trustee May 2021 (5y) GP / trustee / elected manager of Sam Wilderman Trust (indirect)
Wilderman, Sam, Joshua Trustee May 2021 (5y) GP / trustee / elected manager of Sam Wilderman Trust (indirect)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
New Playbook Partners Llc Limited Partner May 2021 A 10% – 25%
Sparkline Capital Llc General Partner Oct 2018 A Less than 5%
Sam Wilderman Trust Member May 2021 B ≈ 7.5% – 25% via New Playbook Partners Llc

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Sam Wilderman Trust: 75% – 100% of New Playbook Partners Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm

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 (3, $24.7M gross assets)

FundTypeGross assetsMin. investmentOwners
Sparkline Web3 Value Fund Ltd Hedge Fund $12.6M $250K 13
Sparkline Web3 Value Fund Offshore Ltd Hedge Fund $9.2M $250K 2
Sparkline Web3 Value Fund Lp Hedge Fund $2.9M $250K 10

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/22/2026 1.62 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
  • AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES

Services

  • Portfolio management for investment companies
  • 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: Apr 22, 2026.

View current Form ADV (SEC/IAPD) ↗