Wolfe Research Advisors

Private Equity SEC-registered adviser

Legal name: Wolfe Research Advisors, LLC

New York, NY

AUM

—
Not reported

Private funds

1
Private Equity 1

Private fund assets

—

Employees

209

Last Form D raise

Dec 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

E
Edward Wolfe
CEO
Source: SEC Form ADV
M
MacKenzie Fulk
President
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wam Bose, LLCPrivate Equity$2.0M——Dec 2025Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
326717
SEC file number
801-128154

Sources