CRD: 152400
Wellspring Capital Group, Ltd.
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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2010
- Office Locations
- 1
Office Locations
About Wellspring Capital Group, Ltd.
Revelar Capital is a sector-focused investment firm that targets overlooked businesses and works closely with management teams to unlock long-term value. The team has executed 50+ platform investments across its focus sectors and brings deep continuity, with managing partners averaging 17 years at the firm. Recent activity includes the acquisition of Lettermen’s Energy, a multi-regional propane distribution platform, alongside a firmwide rebrand.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM STEVEN PARSCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1509119
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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