Wells Fargo Investment Institute Inc

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Assets, Funds, Holdings

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Wells Fargo Investment Institute Inc
CRD #133204
SEC #801-64191
CIK #
AUM $5.9 BB (100% Disc, 96% US)
C
B
R
Employees188 (53% Investors, 18% Brokers)
Phone704-715-4564
Address401 South Tryon Street
Charlotte, NC 28202
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Corbin Pinehurst ASP Fund A Series of Alternative Strategies Platform LLC 2019-06-14external
242.2
107.3
Other ABS Global Long Short ASP Fund A Series of Alternative Strategies Platform LLC 2019-04-30external
76.6
35.3
Other ABS Global Long Short II ASP Fund A Series of Alternative Strategies Platform LLC 2019-04-30external
76.6
52.9
Other WNT Futures ASP Fund A Series of Alternative Strategies Managed Futures & Commodities Platform LLC 2019-04-30external
204.4
67.6
Other Alternative Income Legends ASP Fund A Series of Alternative Strategies Platform LLC 2019-03-25external
108.4
45.0
Other Global Macro Legends ASP Fund A Series of Alternative Strategies Managed Futures & Commodities Platform LLC 2019-03-25external
53.6
25.4
Other Alternative Income Legends II ASP Fund A Series of Alternative Strategies Platform LLC 2019-01-25external
77.4
24.4
Other Angelo Gordon Direct Lending III ASP Fund A Series of Alternative Strategies Platform LLC 2019-01-25external
77.4
36.7
Other Angelo Gordon Partners Select ASP Fund A Series of Alternative Strategies Platform LLC 2019-01-25external
77.4
119.7
Other Apollo Credit Strategies ASP Fund A Series of Alternative Strategies Platform LLC 2019-01-25external
77.4
23.2
View All
Fund Directors # Filings # Firms
Britta Patterson 9 1
Michael Roman 9 1
Adam Taback 9 1
Daniel Mavico 9 1
Rob Coltrin 9 1
Wells Fargo Investment Institute Inc 9 1
Sean Nicolosi 9 1
Related Firms State AUM ($BB)
Wells Fargo Clearing Services LLC
MO
433.2
Wells Capital Management Incorporated
CA
349.9
Wells Fargo Funds Management LLC
CA
203.5
Wells Fargo Advisors Financial Network LLC
MO
47.5
Wells Fargo Bank NA
10.1
Wells Fargo Investment Institute Inc
NC
5.9
Wells Fargo Asset Management International LLC
5.2
Wells Fargo Asset Management International Limited
2.1
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0.4
Freegulliver LLC
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0.3
First Long Island Investors LLC
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0.3
Adams Wealth Management LLC
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0.2
Alliance Advisory & Securities Inc
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0.2