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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wolfe Research Advisors LLC
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|---|---|
| CRD # | 326717 |
| SEC # | 801-128154 |
| CIK # | |
| AUM | $25.0 M (2025-04-17) |
| Employees | 154 (78% Investors, 78% Brokers) |
| Phone | 646-845-0700 |
| Address | 757 3rd Avenue New York, NY 10017 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 100 | 25.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 100 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 12 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 25.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 25.0 |
| Total | 1 | 25.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.0 | |
| Total | 1 | 25.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerge Capital Management Inc
✚
|
NY | 0.0 |
|
CBIZ Financial Solutions Inc
✚
|
OH | 0.0 |
|
Ned Davis Research Inc
✚
|
FL | 0.0 |
|
Camberlink LLC
✚
|
NY | 0.0 |
|
Emerging Managers Group LP
✚
|
NY | 0.0 |
|
Chase Fleming Asset Management USA Inc
✚
|
NY | 0.0 |
|
DLJ Merchant Banking LP
✚
|
NY | 0.0 |
|
DLJ Investment Associates LP
✚
|
NY | 0.0 |
|
Discern Investment Analytics Inc
✚
|
CA | 0.0 |
|
Defined Contribution Advisors Inc
✚
|
MN | 0.0 |