Form 5500 Search

WELLFIELD CAPITAL MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
0
Total plan assets
$1.0B
Filings (rows)
2
Direct comp
$422K
Indirect comp
$0

SERVICES PROVIDED

Other2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BLUE ROCK ADVISORS, LLC
BLUE ROCK CAPITAL FUND, LP
EXCELSIOR, MN
Other
NONE
0$705.6M$253K
BLUE ROCK ADVISORS, LLC
BLUE ROCK LIQUID ALPHA FUND, L.P.
EXCELSIOR, MN
Other
NONE
0$339.2M$169K
WELLFIELD CAPITAL MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search