WELLFIELD CAPITAL MANAGEMENT, LP
Legal name: WELLFIELD CAPITAL MANAGEMENT
CRD #323494 SEC #801-126863 KINGWOOD, TX 281-612-4987
SEC Registered Private Funds
Total AUM
$326M
Discretionary
$326M
Employees
5
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ORTIZ, MARC, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, MARC, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, MARC, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, MARC, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, MARC, JOSEPH | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFIELD CAPITAL MANAGEMENT GP LLC | DE | GENERAL PARTNER | NA | Control |
| WELLFIELD CAPITAL MANAGEMENT GP LLC | DE | GENERAL PARTNER | NA | Control |
| WELLFIELD CAPITAL MANAGEMENT GP LLC | DE | GENERAL PARTNER | NA | Control |
| WELLFIELD CAPITAL MANAGEMENT GP LLC | DE | GENERAL PARTNER | NA | Control |
| WELLFIELD CAPITAL MANAGEMENT GP LLC | DE | GENERAL PARTNER | NA | Control |
| POPE, MICHAEL, DOUGLAS | I | CHIEF INVESTMENT OFFICER | E | Control |
| POPE, MICHAEL, DOUGLAS | I | CHIEF INVESTMENT OFFICER | E | Control |
| POPE, MICHAEL, DOUGLAS | I | CHIEF INVESTMENT OFFICER | E | Control |
| POPE, MICHAEL, DOUGLAS | I | CHIEF INVESTMENT OFFICER | E | Control |
| POPE, MICHAEL, DOUGLAS | I | CHIEF INVESTMENT OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| POPE, MICHAEL, DOUGLAS | I | WELLFIELD CAPITAL MANAGEMENT GP LLC | E | Control |
| POPE, MICHAEL, DOUGLAS | I | WELLFIELD CAPITAL MANAGEMENT GP LLC | E | Control |
| POPE, MICHAEL, DOUGLAS | I | WELLFIELD CAPITAL MANAGEMENT GP LLC | E | Control |
| POPE, MICHAEL, DOUGLAS | I | WELLFIELD CAPITAL MANAGEMENT GP LLC | E | Control |
| POPE, MICHAEL, DOUGLAS | I | WELLFIELD CAPITAL MANAGEMENT GP LLC | E | Control |
Registrations
Federal
IA
Mar 14, 2023 REGISTERED
Notice Filings (1)
TX
Address
800 ROCKMEAD DR.SUITE 121
KINGWOOD, TX 77339
United States
Phone: 281-612-4987