Wolverine Asset Management, LLC

RIASEC RegisteredEst. 2011
Total AUM
$14.8B
Discretionary
$14.8B
100% of AUM
Avg account
$4.9B
Accounts
3
Employees
44
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
138907
Registered since
August 9, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wolverine Asset Management, LLC is a Wilmington-structured limited liability company operating as a hedge fund manager that registered with the SEC in 2011. The firm serves institutional clients and operates in roles consistent with a commodity pool operator/commodity trading advisor (CPO/CTA) and portfolio manager for pooled investment vehicles. Its compensation mixes a percentage-of-AUM element with performance-based fees. Wolverine does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. The firm also lists an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

3 of 4
  • Kenneth Nadel

    Kenneth Nadel

    Chief Operating OfficerCRD 2600983

  • Andrew Sujdak

    Chief Research OfficerCRD 3267454

  • David Cavicke

    David Cavicke

    Chief Legal OfficerCRD 6027073

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Contacts

1 of 1
  • Dominic Data

    Managing DirectorCRD 8242966

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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ETF holdings

1 of 11

Active vs passive

$19.9M in ETFs

Passive

64%

$12.8M

Active

0%

$7.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$6.4M17,29631.98%

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
175 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth