Wisdom Capital Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307648
- Registered since
- July 24, 2023
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI57.56%
- Other27.57%
- Pooled Investment Vehicles12.04%
- Corporations / Businesses2.12%
- Other Investment Advisers0.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wisdom Capital Asset Management, LLC is an individual‑owner limited liability company that operates with a hedge‑fund orientation and is SEC‑registered as of 2023. The firm provides portfolio management across individuals and small businesses, pooled investment vehicles, and institutional/business clients. Its billing model combines a percentage‑of‑assets fee with performance‑based fees, consistent with its classification and its operation of at least one pooled vehicle. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives50%
- Cash & Cash Equivalents50%
Contacts
1 of 1Roberto Bandelli
President and Portfolio ManagerCRD 4291042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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