Woolly Mammoth, LLC

Overview

Woolly Mammoth, LLC is a small, fee-based advisory firm that runs discretionary portfolios for a very limited number of individual and family clients. The firm’s investment posture is equity-centric: it favors exchange-traded equities as the primary building block for client portfolios and uses separately managed account (SMA) structures to deliver those exposures. Advisory services are oriented toward portfolio management for individuals and small businesses, with a percentage-of-AUM fee model and a single-owner, limited liability company structure. Given the firm’s compact client base and AUM, investment decisions appear to prioritize liquidity, cost control and direct equity exposure rather than extensive multi-asset engineering or large-scale alternative allocations. Portfolios are managed on a discretionary basis, which signals hands-on implementation and the ability to make tactical shifts without requiring client-by-client approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices