VALSPRING CAPITAL
VALSPRING CAPITAL MANAGEMENT, LP Legal Name
Adviser information for VALSPRING CAPITAL last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $142.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $142.9M |
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 | 1 | $142.9M |
| 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 |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-128486 |
|---|---|
| SEC ERA File Number | 801-128486 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318288 |
| Legal Entity Identifier | None |
Principal Office
200 CLARENDON STBOSTON
MA
United States
Monday - Friday, 9:00A-5:00P
Tel: 617-314-1177, Fax: None
Chief Compliance Officer
VIKAS SHARMA
200 CLARENDON ST
BOSTON
MA
United States
Tel:
713-515-4692
V***********@************M
(Full email address available in API data)
Industry Affiliates
| VALSPRING CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VALSPRING CAPITAL FUND I | Private Equity Fund | $142.9M | $5.0M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VALSPRING CAPITAL PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2021 | < 5% |
| Choi, Yumin, NMN | Individual | – | MANAGING PARTNER | 12/2021 | > 75% |
| SIEVERT, AMY, HULSE | Individual | – | HEAD OF PORTFOLIO | 06/2022 | < 5% |
| MCCULLAGH, TRISHA, TOLERICO | Individual | – | CHIEF FINANCIAL OFFICER | 05/2022 | < 5% |
| SHARMA, VIKAS, (NMN) | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |