Wolverine Asset Management, LLC

RIASEC Registered
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 an SEC-registered investment adviser (registration year 2011) organized as a limited liability company and operating as a hedge fund manager focused on institutional clients. The firm functions as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. Wolverine is not designated as a capital allocator, is not an active ESG investor, and is not a multi-state adviser; it also reports an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

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

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$90.8M in ETFs

Passive

84%

$76.6M

Active

0%

$14.3M

ETFProviderStyleCategoryValueShares% of portfolio
GRAYSCALE ETHEREUM STAKING MINI ETF (ETH)GrayscalePassiveDigital Assets$50M1,959,63955.00%

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