The WOLFE RESEARCH ADVISORS GROUP is a privately held investment adviser that advises $2mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WOLFE RESEARCH ADVISORS 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 decreased by 96.41% over the last 5-years.
The Group has been registered with the SEC for 8.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 757 3RD AVENUE 6TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 209 employees comprised of 143 investment and 66 non-investment staff. The total number of Employees increased by 113.27% over the last 5-years.
Their $2mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 7 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2mn or 100% of Total Assets and Investment Companies (IC) own $0 or 0% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $2mn in assets.
The Group discloses advisory fees.
WOLFE RESEARCH ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.