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WINGSPAN CAPITAL, LLC
CRD 307759File 801-120854
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$94.5M
Bottom 25% of cohort (national)
Discretionary AUM
$74.0M
Non-discretionary $20.6M
Clients
27
27 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 21, 2021
- Principal office
- 667 MADISON AVENUE, 5TH FLOOR, NEW YORK, NY, 10065
- Phone
- 917-722-3883
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $94.5M
- Discretionary AUM
- $74.0M
- Non-discretionary AUM
- $20.6M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 21
- Total accounts
- 27
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $20.6M |
| Pooled investment vehicles | 6 | $74.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.