| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wellings Income Fund III | Real Estate | $17.1M | $100K |
| Wellings Income Fund IV | Real Estate | $16.2M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrienne Yost Hart | Chief Compliance Officer | Under 5% | 2023 |
| Cascade Management Company, LLC | Member | Under 5% | 2022 |
| Fincastle Investment Group, LLC Control | Partner | 25-50% | 2018 |
Wellings Capital Management, LLC reports $201.9 million in regulatory assets under management on its Form ADV.
Wellings Capital Management, LLC manages 2 private funds with combined gross assets of $33.3 million.
Wellings Capital Management, LLC reports 11 employees.
Wellings Capital Management, LLC is based in Forest, VA.
Wellings Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14805 Forest Rd, Suite 203, Forest, VA 24551 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $201.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $201.9M |