SourcingSourcing

WINGSPAN CAPITAL, LLC

B52
CRD 307759·SEC 801-120854·NEW YORK, NY
AUM
$94.5M
$25M-$100M
Est. Revenue
$945K
@ 1% on AUM
Est. EBITDA
$284K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WINGSPAN CAPITAL, LLC
CRD
307759
SEC file #
801-120854
EIN
—
DBA names
—

Economics

AUM
$94.5M
AUM band
$25M-$100M
AUM trajectory
'22'26
$38.4M → $94.5M▲ +146%
Client mix
Individuals High Net Worth21
Pooled Investment Vehicles6

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
3 advisors → 1 advisors▼ -67%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
wingspanfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EBERHART, ANDREW, WATSON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EBERHART, ANDREW, WATSON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WINGSPANFUND.COM
Rdap Domain Creation Date
2019-10-04T22:02:07Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-04T22:02:07Z
Rdap Domain Last Changed
2024-07-19T21:16:47Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2594054
Trust Company Affiliate
No

People (1)

1
EBERHART, ANDREW, WATSON
Direct Owner · 87.5%
2594054