WOLFE ADVISORS, LP
CRD #309037 SEC #801-118823 NEW YORK, NY 646-845-0770
SEC Registered Private Funds
Total AUM
$200M
Discretionary
$200M
Employees
3
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2020
- Branch Offices
- 0
- LEI
- CNU3AE3HDD90
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNEELY, CHRISTOPHER, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUO, YIN | I | DIRECTOR | NA | Control |
| WOLFE ADVISORS GP, LLC | DE | GENERAL PARTNER | NA | Control |
| EDWARD M. WOLFE IRREVOCABLE TRUST | DE | LIMITED PARTNER | C | Control |
| WOLFE, EDWARD, MARK | I | LIMITED PARTNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EDWARD M. WOLFE IRREVOCABLE TRUST | DE | WOLFE ADVISORS GP, LLC | F | Control |
| WOLFE, EDWARD, MARK | I | EDWARD M. WOLFE IRREVOCABLE TRUST | F | Control |
| WOLFE, EDWARD, MARK | I | WOLFE ADVISORS GP, LLC | E | Control |
Registrations
Federal
IA
Apr 29, 2020 REGISTERED
Notice Filings (1)
NY
Address
757 3RD AVENUE5TH FLOOR
NEW YORK, NY 10017
United States
Phone: 646-845-0770