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Wellings Income Fund IV

Real Estate FundFund ID 805-7773263390Delaware, United States
Gross assets
$16.2M
Min. investment
$100K
Beneficial owners
100
Size rank
Top 71%
Audited
Yes
Structure
Standalone

About this fund

Wellings Income Fund IV is a real estate fund managed by Wellings Capital Management, LLC. The fund reports $16.2 million in gross assets, placing it among the top 71% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7773263390
Fund typeReal Estate Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued0%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Wellings Income Fund IIIReal Estate$17.1M

Frequently asked questions

How large is Wellings Income Fund IV?

Wellings Income Fund IV reports $16.2 million in gross assets, among the top 71% of private funds by size.

What is the minimum investment for Wellings Income Fund IV?

The stated minimum investment is $100,000.

Who manages Wellings Income Fund IV?

Wellings Income Fund IV is managed by Wellings Capital Management, LLC.

Does Wellings Income Fund IV disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers