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Wisdom Capital Asset Management, LLC

● SEC registered since 2023CRD 307648SEC# 801-128392
Export (members)
Ranks #5,802 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$71M
Fund GAV
$8.6M
Private funds
1
Employees
2
Accounts
49
Location

Wisdom Capital Asset Management, LLC assets under management

Wisdom Capital Asset Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $71 million in regulatory assets under management and employs 2 people. Wisdom Capital Asset Management, LLC manages 1 private fund with combined gross assets of $8.6 million, including Athena, Sp of 4alts Platform SPC. By regulatory assets, it ranks 5,802 of 6,004 private fund managers.

Wisdom Capital Asset Management, LLC private funds

1 funds · $8.6M GAV
FundTypeGross assetsMin.
Athena, Sp of 4alts Platform SPCHedge$8.6M$500K

Wisdom Capital Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Roberto Bandelli ControlPresident, Cco And Portfolio ManagerOver 75%2013

Frequently asked questions

How much does Wisdom Capital Asset Management, LLC manage?

Wisdom Capital Asset Management, LLC reports $71 million in regulatory assets under management on its Form ADV.

How many private funds does Wisdom Capital Asset Management, LLC manage?

Wisdom Capital Asset Management, LLC manages 1 private funds with combined gross assets of $8.6 million.

How many employees does Wisdom Capital Asset Management, LLC have?

Wisdom Capital Asset Management, LLC reports 2 employees.

Does Wisdom Capital Asset Management, LLC disclose fund performance?

Wisdom Capital Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone9173970393
Office hours9:30a.m. - 4:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$71M▼ 7%
Mar '25 — $76.5MApr '25 — $76.5MMay '25 — $76.5MJun '25 — $76.5MJul '25 — $76.5MAug '25 — $76.5MSep '25 — $76.5MOct '25 — $76.5MNov '25 — $76.5MDec '25 — $76.5MJan '26 — $76.5MFeb '26 — $76.5MMar '26 — $71MApr '26 — $71MMay '26 — $71MJun '26 — $71M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
AUM vs fund managersTop 97%
Larger than 3% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$71Mregulatory AUM
Discretionary $71M

Service providers