WOLF FOREST INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- BASKING RIDGE, New Jersey
- CRD number
- 301916
- Registered since
- May 9, 2019
Firm profile
FINTRXOverview
Wolf Forest Investment Management, LLC is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm’s public profile indicates it is not classified under a specific advisory type and does not operate as a capital allocator. It does not identify as an active ESG investor, it is not registered as a multistate adviser, and it does not present itself as a pension consultant or related adviser. Available information points to the firm operating with a narrow, manager-led structure focused on pooled-investment activity rather than a broad retail advisory practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CHRISTOPHER YATES
CEO and Chief Investment OfficerCRD 1395849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BASKING RIDGE, NJ
SOMERSET
Location
BASKING RIDGE, NJ
Headquartered in BASKING RIDGE, NJ, 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
- SOMERSET
- Address
- 43 Baileys Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FIRST PRINCIPLES INVESTMENT MANAGER LLC
Exempt Reporting AdvisorBASKING RIDGE, NJ
MANALAPAN ORACLE CAPITAL MANAGEMENT LLC
Exempt Reporting AdvisorRED BANK, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
Exempt Reporting AdvisorMORRISTOWN, NJ
PEPIN CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorRED BANK, NJ
EGIS CAPITAL PARTNERS LP
Exempt Reporting AdvisorSUMMIT, NJ
WELLINGTON HARBOR CAP LTD
Exempt Reporting AdvisorNEWARK, NJ