Wolf Asset Management International LLC is a large advisory firm based in Santa Fe. It manages $467 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Mexico.
Wolf Asset Management International provides portfolio management for pooled investment vehicles, selection of other advisers, and hedge fund of funds management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wolf Asset Management International LLC is $467 million. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wolf Asset Management International LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward Allen Vasser has served as the Chief Investment Officer since 1 Jul 2001. Gregory Adam Roth joined the executive team most recently as the Controller/Chief Compliance Officer.
The principal office where Wolf Asset Management International LLC performs its advisory services is located at 425 Sandoval St, Santa Fe, NM 87501 The mailing address of the firm is C/O Wolf International Advisors, Santa Fe, NM 87501. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-955-9950. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.wolfrisk.com.