Wingspan Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $95M in regulatory assets under management, 1 employee, 1 office, and 27 accounts.
Assets Under Management
$95M
Employees
1
Offices
1 office
Total Clients
27
Primary office
NEW YORK, NY
667 MADISON AVENUE, 5TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
21
2
Pooled Investment Vehicles
22.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of March 27, 2026
Discretionary78.2%
$74M
78% of total RAUM78.2%
Non-discretionary21.8%
$21M
22% of total RAUM21.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$95M
Total Accounts27
10Y AUM Change+$95M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee27:1
10Y Employee Change-2 (-66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.