Wellings Capital

Asset Manager SEC-registered adviser

Legal name: Wellings Capital Management, LLC

Forest, VA Website LinkedIn

AUM

$201.9M
Regulatory AUM

Private funds

2
Real Estate 2

Private fund assets

$33.3M
Gross asset value

Employees

11

Last Form D raise

—

From SEC Form ADV filing (filed Aug 7, 2025). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Barry Farah
Sole Member, Cascade Management
Source: SEC Form ADV
B
Benjamin P Kahle
Managing Member, Simple Investments
Source: SEC Form ADV
P
Paul T Moore
Managing Member, Fincastle Investment Group
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wellings Income Fund IIIReal Estate$17.1M———
Wellings Income Fund IVReal Estate$16.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
316324
SEC file number
801-125011

Sources