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White Wolf Capital Advisors, LLC

Miami, FLSEC-registered investment adviserCRD 311816

Filed as WHITE WOLF CAPITAL ADVISORS, LLC

White Wolf Capital Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.

5 years
registered since 2021
$566,799,471
assets under management
3 arrangements
Percentage of assets, Performance-based and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is White Wolf Capital Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), White Wolf Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

Where is White Wolf Capital Advisors, LLC located?

White Wolf Capital Advisors, LLC's principal office is in Miami, FL, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

Is White Wolf Capital Advisors, LLC registered with the SEC or a state?

White Wolf Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311816.

How much does White Wolf Capital Advisors, LLC manage?

White Wolf Capital Advisors, LLC reports $566,799,471 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (85% discretionary).

How have White Wolf Capital Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for White Wolf Capital Advisors, LLC: Regulatory assets under management: $344,335,846 in the October 2021 data and $566,799,471 in the October 2026 data, up 65%. Total employees: 9 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does White Wolf Capital Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (34); investment companies (2).

Does White Wolf Capital Advisors, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311816

What changed in White Wolf Capital Advisors, LLC's recent Form ADV filings?

In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$566,799,471

$566,799,471 as of October 2026, filing dated July 16, 2026.

Discretionary: $484,185,422.Non-discretionary: $82,614,049.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Investment companies
Clients 2 Assets $6,800,000 (1%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 34 Assets $559,999,471 (99%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Also doing business as
WHITE WOLF ASSET MANAGEMENT, LLC, WHITE WOLF CAPITAL GROUP, INC., WHITE WOLF CAPITAL PARTNERS, LLC, WHITE WOLF CAPITAL, LLC, WHITE WOLF PRIVATE CREDIT MANAGEMENT, LLC, WHITE WOLF PRIVATE EQUITY MANAGEMENT, LLC, WHITE WOLF PRIVATE FUND MANAGEMENT, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 19. Performing investment advisory functions: 13.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
3 other offices, as of the August 2026 filing
Chicago, ILMontrealNew York, NY
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$344M 2021 $483M 2022 $570M 2023 $637M 2024 $687M 2025 $567M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$566,799,47119July 16, 2026
October 2025$686,664,70719March 31, 2025
October 2024$636,502,41919July 15, 2024
October 2023$570,359,26517August 9, 2023
October 2022$483,404,68716April 29, 2022
October 2021$344,335,8469July 30, 2021

Regulatory assets under management: $344,335,846 in the October 2021 data and $566,799,471 in the October 2026 data, up 65%.

Total employees: 9 in October 2021 and 19 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. August 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $686,664,707 to $566,799,471 (-17%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
lbo.fundwhitewolfcapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. White Wolf Capital Advisors, LLC (CRD 311816): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/white-wolf-capital-advisors-llc-miami-fl-311816