WOLF POINT ASSET MANAGEMENT

RIASEC RegisteredEst. 2018
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
173823
Registered since
July 31, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wolf Point Asset Management is a limited partnership that advises pooled investment vehicles with an institutional client focus. Registered with the SEC in 2018, the firm operates as a boutique manager that combines percentage-of-AUM and performance-based fee arrangements, indicating alignment with investors through carried or incentive-style compensation alongside base management fees. Wolf Point is not structured as a capital allocator; instead its advisory activity centers on running pooled vehicles where it retains discretionary authority over portfolio decisions. Investment activity is concentrated in private-market and commodity-related strategies rather than broad, liquid market beta. The firm does not identify as an active ESG investor and it does not provide pension consulting services. Its organizational profile—individual owner type, unclassified registration, not a multi-state adviser, and no related adviser designation—signals a compact governance structure focused on a narrow set of institutional mandates.

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

Contacts

2 of 2
  • NICK MARKUS

    Managing PartnerCRD 6422466

  • ROBERT GRIMM

    Managing PartnerCRD 1990925

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

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
311 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth