Blue Wolf Capital Partners LLC (New York)
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.
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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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
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.
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