{
  "crd_number": 318288,
  "slug": "valspring-capital-318288",
  "primary_business_name": "VALSPRING CAPITAL",
  "legal_name": "VALSPRING CAPITAL MANAGEMENT, LP",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 336927417.0,
  "raum_discretionary": 336927417.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 336927417.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://linkedin.com/company/valspring",
    "https://valspring.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318288",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/valspring-capital-318288",
  "display_name": "Valspring Capital",
  "summary": "Valspring Capital is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Valspring Capital (CRD 318288): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Valspring Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Valspring Capital reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Valspring Capital registered with the SEC or a state?",
      "a": "Valspring Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 318288."
    },
    {
      "q": "How much does Valspring Capital manage?",
      "a": "Valspring Capital reports $336,927,417 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Valspring Capital's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Valspring Capital: Regulatory assets under management: $142,904,899 in the October 2024 data and $336,927,417 in the October 2026 data, up 136%. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Valspring Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Valspring Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318288"
    },
    {
      "q": "What changed in Valspring Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $244,491,906 to $336,927,417 (+38%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 142904899.0,
      "total_employees": 6,
      "filing_date": "2024-05-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 244491906.0,
      "total_employees": 8,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 336927417.0,
      "total_employees": 7,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $244,491,906 to $336,927,417 (+38%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/valspring-capital-318288.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 336927417.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318288",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}