DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

MATTHEW SIMPSON

Advisor at WEALTHSPRING CAPITAL LLC

WEST HARRISON, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:60337628-7090-cff0-9813-260ff30c138f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Oct 3, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew a. Simpson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPRING CAPITAL LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Dec 19, 2003
First registration: Oct 3, 2011
Dual registered: no
Other names: Matthew Simpson|MATTHEW A. SIMPSON|MATTHEW A SIMPSON
IAPD individual key: 4715223

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPRING CAPITAL LLC	Other adviser	Jun 6, 2019	n/a	yes	WEST HARRISON, NY	Current employment
ROCHDALE CAPITAL MANAGEMENT	n/a	Oct 3, 2011	Dec 11, 2012	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROCHDALE CAPITAL MANAGEMENT	WEALTHSPRING CAPITAL LLC	Dec 11, 2012	Jun 6, 2019	2,368	Firm change after gap	Other

Relationships

Registered with (2)

→ WEALTHSPRING CAPITAL LLCRegistered adviserregistration: current employment
Jun 6, 2019 to presentfactForm ADV
→ ROCHDALE CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Oct 3, 2011 to Dec 11, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60337628-7090-cff0-9813-260ff30c138f
First observed: Oct 3, 2011
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW SIMPSON

Advisor at WEALTHSPRING CAPITAL LLC

WEST HARRISON, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:60337628-7090-cff0-9813-260ff30c138f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WEALTHSPRING CAPITAL LLC

Other adviser

Jun 6, 2019

n/a

yes

WEST HARRISON, NY

Current employment

ROCHDALE CAPITAL MANAGEMENT

n/a

Oct 3, 2011

Dec 11, 2012

STAMFORD, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ROCHDALE CAPITAL MANAGEMENT

WEALTHSPRING CAPITAL LLC

Dec 11, 2012

Jun 6, 2019

2,368

Firm change after gap

Other