WHITE WOLF CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$567M
Discretionary
$484M
85% of AUM
Avg account
$15.7M
Accounts
36
Employees
19
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
311816
Registered since
April 2, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles98.8%
  • Investment Companies1.2%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

White Wolf Capital Advisors, LLC is an SEC-registered limited liability company that provides institutional investment management, with initial registration in 2021. The firm is organized to sponsor and manage pooled investment vehicles and investment companies; it acts as general partner/sponsor and managing member on the pooled vehicles it advises. Its business model is centered on private fund activity — the firm is classified as a private equity fund manager and other-type fund provider rather than a traditional wealth manager or capital allocator. Client relationships are institutional and fee arrangements include asset-based management fees along with performance-linked compensation and other fee components. White Wolf does not position itself as an ESG-focused investor and does not operate as a multi-state adviser or pension consultant according to its disclosures.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Armando Donado

    Chief Financial Officer & Managing DirectorCRD 7319660

  • PATRICK DOMINGUEZ

    Chief Compliance OfficerCRD 5174438

  • JONATHAN SATTER

    Chief Operating Officer & Managing DirectorCRD 7716805

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
501 Brickell Key Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth