WELLFIELD CAPITAL MANAGEMENT
WELLFIELD CAPITAL MANAGEMENT, LP Legal Name
Adviser information for WELLFIELD CAPITAL MANAGEMENT last updated from Form ADV on March 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 3 | $326.0M |
Non-Discretionary | 0 | $0 |
Total | 3 | $326.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $326.0M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-126863 |
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SEC ERA File Number | 801-126863 |
SEC CIK Numbers | None |
SEC CRD Numbers | 323494 |
Legal Entity Identifier | None |
Principal Office
800 ROCKMEAD DR.SUITE 121
KINGWOOD
TX
United States
Monday - Friday, 9AM-5PM
Tel: 281-612-4987, Fax: None
Chief Compliance Officer
MARC ORTIZ
CHIEF OPERATING OFFICER
800 ROCKMEAD DR.
SUITE 121
KINGWOOD
TX
United States
Tel:
281-612-4987
M*****@***************M
(Full email address available in API data)
Industry Affiliates
WELLFIELD CAPITAL MANAGEMENT GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
WELLFIELD ENERGY RV MF LP | Hedge Fund | $11.2M | $1.0M | 5 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
POPE, MICHAEL, DOUGLAS | Individual | WELLFIELD CAPITAL MANAGEMENT GP LLC | MANAGING MEMBER | 07/2022 | > 75% |
WELLFIELD CAPITAL MANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER | 07/2022 | < 5% |
POPE, MICHAEL, DOUGLAS | Individual | – | CHIEF INVESTMENT OFFICER | 07/2022 | > 75% |
ORTIZ, MARC, JOSEPH | Individual | – | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |