Wolfe Research Advisors, LLC
● SEC registered since 2023CRD 326717SEC# 801-128154New York, NY
Reg. AUM
—
Fund GAV
$2M
Private funds
1
Employees
209
Accounts
—
Location
New York, NY
Wolfe Research Advisors, LLC assets under management
Wolfe Research Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It employs 209 people. Wolfe Research Advisors, LLC manages 1 private fund with combined gross assets of $2 million, including Wam Bose, LLC.
Wolfe Research Advisors, LLC private funds
1 funds · $2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wam Bose, LLC | Private Equity | $2M | $50K |
Wolfe Research Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Mark Wolfe Control | Ceo | Under 5% | 2009 |
| Francis Jordan | Chief Financial Officer/ Finop | Under 5% | 2024 |
| MacKenzie Elliot Fulk Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many private funds does Wolfe Research Advisors, LLC manage?
Wolfe Research Advisors, LLC manages 1 private funds with combined gross assets of $2 million.
How many employees does Wolfe Research Advisors, LLC have?
Wolfe Research Advisors, LLC reports 209 employees.
Where is Wolfe Research Advisors, LLC located?
Wolfe Research Advisors, LLC is based in New York, NY and has been SEC-registered since 2023.
Does Wolfe Research Advisors, LLC disclose fund performance?
Wolfe Research Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 757 3rd Avenue, 6th Floor, New York, NY 10017 |
| Phone | 646-845-0700 |
| Office hours | 9:00 a.m. Est To 5:00 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$25MNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers
Service providers
Auditor