WOLF RIVER CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MEMPHIS, Tennessee
- CRD number
- 149038
- Registered since
- January 15, 2009
- Website
- wolfrivercap.com
- Custodians
- THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles96.71%
- Charitable Organizations3.29%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wolf River Capital Management, LLC is a boutique manager that blends private fund sponsorship with active portfolio management for institutional clients. The firm is structured as a limited liability company and has been SEC-registered since 2009. Its business mixes private equity and hedge fund strategies alongside direct fixed‑income management, and it charges a mix of percentage-of-AUM and performance-based fees consistent with its role as both a fund sponsor and manager of pooled vehicles. Advisory responsibilities are focused on portfolio management for pooled investment vehicles and on behalf of businesses or institutions. The firm does not identify as an active ESG investor. Investment preferences show a tilt toward private-market strategies and credit exposure. Private equity is the largest internal allocation by fund dollar size, while the adviser also maintains hedge fund and other alternative exposures. On the public/managed side the firm demonstrates a fixed-income bias, leaning into non-investment-grade corporate credit as a principal liquid allocation.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Non-Investment Grade Corp Bonds59%
- Investment Grade Corp Bonds24%
- Other16%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1GINA DOUGLAS
Chief Financial OfficerCRD 1411242
Contacts
3 of 6RICHARD HOWE
Managing DirectorCRD 1170701
BETH LEE
Vice PresidentCRD 4346549
JAMES WINGETT
Managing DirectorCRD 3150351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEMPHIS, TN
SHELBY
Location
MEMPHIS, TN
Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- SHELBY
- Address
- 5384 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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