Investment adviser · CRD 290321

WOLFE RESEARCH ADVISORS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Oct 12, 2017

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
IndividualsFewer than 5$0Not reported
High-net-worth individualsFewer than 5$0Not reported
Banks & thriftsFewer than 5$0Not reported
Retirement plansFewer than 5$0Not reported
CharitiesFewer than 5$0Not reported
Government entitiesFewer than 5$0Not reported
Other investment advisersFewer than 5$0Not reported
Insurance companiesFewer than 5$0Not reported
Sovereign wealth & foreign institutionsFewer than 5$0Not reported
Corporations & businessesFewer than 5$0Not reported
Filing source

Form ADV 1143760 · Oct 12, 2017 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 12, 2017. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

420 LEXINGTON AVENUE, SUITE 648
NEW YORK, NY, 10170, United States

CRD 290321

Filing source

Form ADV 1143760 · Oct 12, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.