Wolf Hill Capital Management, Lp
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Overview
Wolf Hill Capital Management, Lp is an advisory firm headquartered in Greenwich, Connecticut. It manages $1.1 billion in assets under management across five accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 4 financial advisors. Wolf Hill Capital Management, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.
Wolf Hill Capital Management, Lp administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring client authorization. The investment advisory firm supervises an average of $217.8 million for each account. The typical financial advisor at Wolf Hill Capital Management, Lp manages about one client account, making it one of the most personalized advisor firms in the country.
The company's main office is located at 35 Mason Street, Greenwich, Connecticut 6830. The company is allowed to provide services to customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wolf Hill Capital Management, Lp by the Numbers
$1.1 billion
7
5
$217.8 million
Fee Structure
Fees charged by financial advisors largely depend on the services offered. Fees billed by the company most likely are comprised of any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles and other. Out of its five accounts, Wolf Hill Capital Management, Lp's biggest client by number of accounts is other. Around 20% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wolf Hill Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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