# Valspring Capital

> 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.

- CRD: 318288
- Filed as: VALSPRING CAPITAL
- Legal name: Valspring Capital Management, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318288
- AdvisorCensus page: https://advisorcensus.com/firm/valspring-capital-318288

## Quick answers

**How is Valspring Capital compensated?**
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.

**Is Valspring Capital registered with the SEC or a state?**
Valspring Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 318288.

**How much does Valspring Capital manage?**
Valspring Capital reports $336,927,417 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Valspring Capital's assets and staff changed since 2023?**
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.

**What types of clients does Valspring Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Valspring Capital report any disciplinary disclosures?**
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

**What changed in Valspring Capital's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $336,927,417
- Discretionary: $336,927,417
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $336,927,417 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- valspring.com
- LinkedIn @valspring

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 6 | September 7, 2023 |
| October 2024 | $142,904,899 | 6 | May 10, 2024 |
| October 2025 | $244,491,906 | 8 | March 27, 2025 |
| October 2026 | $336,927,417 | 7 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $244,491,906 to $336,927,417 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valspring Capital (CRD 318288): Form ADV filing data as of October 2026.