Matthew
Simpson
Wealthspring Capital LLC
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About this Advisor
Matthew Simpson is a financial advisor based in West Harrison, New York, working with Wealthspring Capital LLC. Matthew has previously held positions at Mitsubishi Ufj Securities (Usa) Inc, Hsbc Securities (Usa) Inc, Wealthspring Capital LLC, Mercantlie Settlement Partners LTD, and Mufg Securities Americas Inc. Matthew has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Matthew is part of Wealthspring Capital LLC, which operates out of West Harrison, New York. The firm has 5 employees and manages assets totaling $503.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wealthspring Capital LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspring Capital LLC Brokerage Details
$503,434,486
5
360
$1,398,429
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Matthew Simpson Work History
Wealthspring Capital LLC
Mercantlie Settlement Partners LTD
Mufg Securities Americas Inc
Hsbc Securities (Usa) Inc
Mitsubishi Ufj Securities (Usa) Inc
Disclosures
Please visit the SEC profile of Matthew Simpson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspring Capital LLC
West Harrison, NY
West Harrison, NY
West Harrison, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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