BLUE WOLF CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2014
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$258M
Accounts
16
Employees
51
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
162475
Registered since
July 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Wolf Capital Partners LLC is a privately held limited liability company that operates as a private equity fund manager and advisor to pooled investment vehicles. Registered with the SEC in 2014, the firm serves institutional clients and typically functions as sponsor, general partner and managing member of pooled funds it advises. Its advisory mandate centers on portfolio management for pooled investment vehicles rather than individual advisory accounts. Compensation arrangements combine an asset-based fee with performance or carry-style fees. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • III WINEGAR

    Partner & Chief Operating OfficerCRD 1238116

  • EVE MONGIARDO

    Partner, CCO and CFOCRD 2641756

Contacts

3 of 3
  • Jeremy Kogler

    Managing PartnerCRD 7364916

  • ADAM BLUMENTHAL

    Chairman & Managing PartnerCRD 6043383

  • CHARLES MILLER

    PartnerCRD 6043386

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
3 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth