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
2

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 a privately held LLC registered with the SEC in 2021 and positioned as a private equity fund manager and other fund provider. The firm serves an institutional client base and provides portfolio management for investment companies and pooled investment vehicles. It also acts as sponsor, general partner and managing member of pooled vehicles it oversees. The firm charges a mix of percentage-of-AUM and performance-based fees (with other fee arrangements possible) and does not identify as an active ESG investor. Its regulatory footprint is limited in scope: it is not a multi-state adviser, not a pension consultant, and is not listed as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • Armando Donado

    Armando Donado

    Chief Financial Officer & Managing DirectorCRD 7319660

  • Patrick Dominguez

    Chief Compliance OfficerCRD 5174438

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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