Blue Wolf Capital Partners LLC (New York)

Name: Blue Wolf Capital Partners LLC
Address: One Liberty Plaza, New York, NY, 10006
Telephone: 212-488-1340

Blue Wolf Capital Partners LLC is a large advisory firm based in New York. It manages $1.28 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014.

Blue Wolf Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Wolf Capital Partners: assets under management

The assets under management (AUM) of Blue Wolf Capital Partners LLC is $1.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.28 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Wolf Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Blue Wolf Capital Partners serves?

The only and largest group of clients of Blue Wolf Capital Partners is pooled investment vehicles with 8 clients and $1.28 billion of assets under management. Among the 5 most similar advisory firms, Blue Wolf Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.28 billion for 8 clients. None of the firm’s clients are foreign persons or businesses.

Blue Wolf Capital Partners also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Blue Wolf Capital Partners LLC

The company employs 24 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Christopher Ranson	Manager of various fund gp entities	1 Jan 2009	Other	6899018
Adam Blumenthal	Sole member	1 Feb 2010	75% - 100%	6043383
Charles Miller	Cco	1 May 2011	Other	6043386
Dana Lyn Halasz	Chief administrative officer	1 Jan 2013	Other	6899013
Joshua Aron Cherry Seto	Cfo	1 Jun 2013	Other	6311937

Based in New York

The principal office where Blue Wolf Capital Partners LLC performs its advisory services is located at One Liberty Plaza, New York, NY 10006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-488-1340 or by fax 917-677-8233. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at bluewolfcapital.com.