Wells Fargo Investment Institute Inc

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Wells Fargo Investment Institute Inc
CRD #133204
SEC #801-64191
CIK #0001467728
AUM $5.9 BB (106% Disc, 95% US, 2021-03-30)
Employees 164 (60% Investors, 0% Brokers)
Phone704-715-1214
Address401 South Tryon Street
Charlotte, NC 28202
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
7.56.04.53.01.50.02003200920152022
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE KKR European V ASP Fund [2021-03-30] 0.0 32.4
PE OrbiMed Asia Partners IV ASP Fund [2021-03-30] 0.0 29.5
Other BREP IX ASP Fund [2020-03-30] 77.7 74.4
Other Bridge Multifamily IV ASP Fund [2020-03-30] 77.7 51.2
Other GSO Energy II ASP Fund [2020-03-30] 77.7 63.1
Other LS Distressed Xi ASP Fund [2020-03-30] 77.7 59.1
Other Riverside Capital Appreciation VII ASP Fund [2020-03-30] 77.7 126.8
Other Strategic Partners VIII ASP Fund [2020-03-30] 77.7 227.4
Other Angelo Gordon Direct Lending III ASP Fund [2019-03-29] 77.7 71.3
Other Apollo Credit Strategies ASP Fund [2019-03-29] 77.7 110.9
View All
Form D Directors # Filings # Firms 2011 - 2021
Daniel Mavico 74
Adam Taback 135
Michael Roman 134
Britta Patterson 127
Rob Coltrin 121
Sean Nicolosi 112
Wells Fargo Investment Institute Inc 91
Alternative Strategies Group Inc 84
Yukari Nakano 80
Doretta Dunegan 77
EDGAR Form CIK 2011 - 2021
4 [0001467728]
Form 3/4/5 Subject 2011-2021
GAI Agility Income Fund
GAI Corbin Multi-Strategy Fund LLC
Related Firms State AUM ($BB)
Wells Fargo Clearing Services LLC
MO 568.8
Wells Capital Management Incorporated
CA 482.8
Wells Fargo Funds Management LLC
CA 306.7
Wells Fargo Advisors Financial Network LLC
MO 79.6
Wells Fargo Bank NA
16.2
Wells Fargo Asset Management International Limited
6.7
Wells Fargo Investment Institute Inc
NC 5.9
Wells Fargo Asset Management International LLC
0.0
Comparable Firms State AUM ($BB)
Cresset Asset Management LLC
IL 11.7
Goldman Sachs Hedge Fund Strategies LLC
NY 10.7
RMB Capital Management LLC
IL 8.4
Vivaldi Capital Management LLC
IL 3.1
STA Wealth Management LLC
TX 2.6
Autumn Lane Advisors LLC
TX 0.6
freeGulliver LLC
LA 0.4
Adams Wealth Management LLC
UT 0.3
Alliance Advisory & Securities Inc
CA 0.3
Springcreek Corp
CA 0.0
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