Wolf River Capital Management, LLC (Memphis)
Wolf River Capital Management, LLC is a large advisory firm based in Memphis. It manages $197.56 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Tennessee.
Wolf River Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wolf River Capital Management: assets under management
The assets under management (AUM) of Wolf River Capital Management, LLC is $197.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 577% since the beginning of its operation, and $66.06 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in other assets the most. They account for 44% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 31% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wolf River Capital Management, 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.
What kind of clients Wolf River Capital Management serves?
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Wolf River Capital Management is pooled investment vehicles with 6 clients and $159.12 million of assets under management. Among the 9 most similar advisory firms, Wolf River Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $181.87 million for 11 clients. 7% of the firm’s clients are foreign persons or businesses.
Wolf River Capital Management also advises several private funds. Namely, two hedge funds.
Careers at Wolf River Capital Management, LLC
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Memphis
The principal office where Wolf River Capital Management, LLC performs its advisory services is located at 530 Oak Court Drive, Memphis, TN 38117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (901) 312-9653 or by fax (901) 922-6069. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at wolfrivercap.com.
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