WOLF FOREST INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BASKING RIDGE, New Jersey
CRD number
301916
Registered since
May 9, 2019

Firm profile

FINTRX

Overview

Wolf Forest Investment Management, LLC is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm’s public profile indicates it is not classified under a specific advisory type and does not operate as a capital allocator. It does not identify as an active ESG investor, it is not registered as a multistate adviser, and it does not present itself as a pension consultant or related adviser. Available information points to the firm operating with a narrow, manager-led structure focused on pooled-investment activity rather than a broad retail advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER YATES

    CEO and Chief Investment OfficerCRD 1395849

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BASKING RIDGE, NJ

SOMERSET

Location

BASKING RIDGE, NJ

Headquartered in BASKING RIDGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SOMERSET
Address
43 Baileys Mill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth