| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Mark Wolfe Control | Ceo | Under 5% | 2009 |
| Francis Jordan | Chief Financial Officer/ Finop | Under 5% | 2024 |
| Sandra Marie Pallante | Chief Compliance Officer | Under 5% | 2021 |
Wolfe Research Advisors, LLC reports $25 million in regulatory assets under management on its Form ADV.
Wolfe Research Advisors, LLC reports 154 employees.
Wolfe Research Advisors, LLC is based in New York, NY and has been SEC-registered since 2023.
Wolfe Research Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 757 3rd Avenue, 6th Floor, New York, NY 10017 |
| Phone | 646-845-0700 |
| Office hours | 9:00 a.m. Est To 5:00 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $25M |
| Total (RAUM) | $25M |