Wolf Asset Management International LLC (Santa Fe)

Name: Wolf Asset Management International LLC
Address: 425 Sandoval St, Santa Fe, NM, 87501
Telephone: 505-955-9950

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.

Wolf Asset Management International: assets under management

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 firm manages $54 million in discretionary accounts and $413 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $413 million.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wolf Asset Management International LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Allen Vasser	Chief investment officer	1 Jul 2001	Other	2165634
Katrin Coppler	In house counsel	1 Aug 2001	Other	2260885
Mari Reeves Kooi	Ceo	1 Nov 2001	75% - 100%	1448902
Mbona Biza Max Mujynya	Chief operating officer/chief compliance officer	1 Nov 2001	Other	5772758
Paul David Johnson	Chief compliance officer	1 Feb 2004	Other	2276281
Gregory Adam Roth	Controller/chief compliance officer	1 Jul 2007	Other	5655218

Based in Santa Fe

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.