WSG CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
342888

Firm profile

FINTRX

Overview

WSG Capital Management LLC is a privately held limited liability company organized with an individual owner. Public filings characterize the firm as unclassified and do not list a reported SEC registration year. The firm is not identified as a multi-state adviser, an active ESG investor, or a capital allocator. Filings indicate WSG serves in sponsor and general partner roles and acts as the managing member of pooled investment vehicles, implying its primary activity is operating and administering private pooled funds rather than providing a broad range of advisory services to retail clients.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • STEFAN WOLF

    CRD 6318176

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
6565 Hillcrest Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth