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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wisdom Fixed Income Management LLC
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|---|---|
| CRD # | 332006 |
| SEC # | 801-130867 |
| CIK # | |
| AUM | $155.6 M (2025-03-25) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 214-871-5200 |
| Address | 1845 Woodall Rodgers Fwy Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 155.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 155.6 |
| By Discretionary | ||
| Discretionary | 2 | 155.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 155.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.6 | |
| Total | 2 | 155.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ASCO Financial Group Inc
✚
|
PA | 0.2 |
|
Atlas Square Partners HK Limited
✚
|
0.2 | |
|
Renaissance Capital LLC
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|
CT | 0.2 |
|
Wealth Builder Funds LLC
✚
|
IL | 0.2 |
|
Muzinich BDC Adviser LLC
✚
|
NY | 0.2 |
|
Capria Ventures LLC
✚
|
WA | 0.2 |
|
Duke Funding Management LLC
✚
|
CT | 0.2 |
|
Bright Path Sports Partners LLC
✚
|
OH | 0.2 |
|
Reef Investment Management LLC
✚
|
UT | 0.2 |
|
442 Capital PTY Ltd
✚
|
0.1 |