Wolfe Research Advisors LLC
- Assets, Funds, Holdings
| Wolfe Research Advisors LLC
|
| CRD # | 326717 |
| SEC # | 801-128154 |
| CIK # | |
| AUM |
|
| Employees |
209 (68% Investors, 100% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 646-845-0700 |
| Address | 757 3rd Avenue
New York, NY 10017 |
| Source |
[IAPD]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
WAM BOSE LLC |
[2026-03-31]
|
|
2.0 M |
|
Filed 2025-12-08 (D) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($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 |
1
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
1 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
6 |
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 |
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 |
| Firm Profile (Form ADV) |
| Clients | 7 |
| Serves | Institutional, Research |
| Fund Types | Private Equity |
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