Wolfe Research Advisors LLC

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Assets, Funds, Holdings

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Wolfe Research Advisors LLC
CRD #326717
SEC #801-128154
CIK #
AUM
Employees 150 (97% Investors, 100% Brokers)
Phone646-845-0700
Address757 3rd Avenue
New York, NY 10017
Source [IAPD]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
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 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
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