Wells Fargo Investment Institute Inc

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CAFR Data
Wells Fargo Investment Institute Inc
CRD #133204
SEC #801-64191
CIK #
AUM $5.9 BB (100% Disc, 96% US)
Employees188 (53% Investors, 18% Brokers)
Phone704-715-4564
Address401 South Tryon Street
Charlotte, NC 28202
Source [IAPD] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02005201020152020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Ares Energy Infrastructure V ASP Fund [2013-06-24] 0.0 72.2
PE Carlyle Distressed Opportunities IV ASP Fund [2013-06-24] 0.0 161.7
PE Carlyle Realty Partners VIII ASP Fund [2013-06-24] 0.0 130.8
PE DPIP Enovix Series [2013-06-24] 0.0 2.9
PE DPIP Esilicon Series [2013-06-24] 0.0 23.5
PE DPIP Rubicon Series [2013-06-24] 0.0 34.4
PE DPIP Shift Series [2013-06-24] 0.0 8.2
PE DPIP VIA Series [2013-06-24] 0.0 16.3
PE KKR Special Situations ASP Fund [2013-06-24] 0.0 56.4
PE KKR Special Situations II ASP Fund [2013-06-24] 0.0 117.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Britta Patterson 35 1
Yukari Nakano 35 1
Alternative Strategies Group Inc 35 1
Adam Taback 35 1
Michael Roman 34 1
Rob Coltrin 32 1
Doretta Dunegan 30 1
Dean Junkans 24 1
Anil Kumar 23 1
Michael Koonce 23 1
Related Firms State AUM ($BB)
Wells Fargo Clearing Services LLC
MO 433.2
Wells Capital Management Incorporated
CA 349.9
Wells Fargo Funds Management LLC
CA 203.5
Wells Fargo Advisors Financial Network LLC
MO 47.5
Wells Fargo Bank NA
10.1
Wells Fargo Investment Institute Inc
NC 5.9
Wells Fargo Asset Management International LLC
5.2
Wells Fargo Asset Management International Limited
2.1
Comparable Firms State AUM ($BB)
RMB Capital Management LLC
IL 8.6
Cresset Asset Management LLC
IL 6.0
William Harris Investors Inc
IL 1.6
STA Wealth Management LLC
TX 1.3
First Long Island Investors LLC
NY 0.6
Gilder Office for Growth LLC
NC 0.3
freeGulliver LLC
LA 0.3
Adams Wealth Management LLC
UT 0.2
Alliance Advisory & Securities Inc
CA 0.2
Springcreek Corp
CA 0.0
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