The WOLF RIVER GROUP is a privately held investment adviser that advises $328.66mn in regulatory assets under management held in 4 SEC fund types across 5 investment strategies. WOLF RIVER GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 22.38% over the last 5-years.
The Group has been registered with the SEC for 17.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5384 POPLAR AVENUE SUITE 441, MEMPHIS, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 7 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $328.66mn in assets advised are owned by 24 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $317.85mn or 96.71% of Total Assets and Charitable Organizations own $10.81mn or 3.29% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Distress and Multi Strat, representing 44.45%, 29.87% and 18.54% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 17 private funds with $94.43mn in assets.
The Group discloses management fees and performance-based fees.
WOLF RIVER GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.