WISDOM CAPITAL ASSET MANAGEMENT, LLC
CRD #307648 SEC #801-128392 2034790108
SEC Registered Private Funds
Total AUM
$76.5M
Discretionary
$76.5M
Employees
2
Clients
--
Accounts
52
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
| BANDELLI, ROBERTO | I | PRESIDENT, CCO AND PORTFOLIO MANAGER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
NY
Address
Phone: 2034790108