Wolf River Capital Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$329M
Discretionary
$329M
100% of AUM
Avg account
$12.2M
Accounts
27
Employees
8
Advisory reps
7

Firm details

Headquarters
Memphis, Tennessee
CRD number
149038
Registered since
January 15, 2009
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

FINTRX

Overview

Wolf River Capital Management, LLC is an SEC-registered investment manager that operates as a multi-strategy alternative manager, combining private equity and hedge fund activity with traditional portfolio management for pooled vehicles and institutional clients. The firm, created in 2009 and organized as an LLC with individual ownership, primarily serves institutional investors and charges a combination of asset-based fees and performance fees. Its regulatory filings identify the firm as focused on managing pooled investment vehicles and running portfolios for businesses or institutions. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 59%, Investment Grade Corp Bonds 24%, Other 16%, Cash & Cash Equivalents 1%59%
  • Non-Investment Grade Corp Bonds59%
  • Investment Grade Corp Bonds24%
  • Other16%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Gina Douglas

    Chief Financial OfficerCRD 1411242

Contacts

3 of 6
  • Richard Howe

    Managing DirectorCRD 1170701

  • Beth Lee

    Vice PresidentCRD 4346549

  • James Wingett

    James Wingett

    Managing DirectorCRD 3150351

Unlock 3 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth