# Wolf Forest Investment Management, LLC

> Wolf Forest Investment Management, LLC is an exempt reporting adviser in Basking Ridge, NJ, filing reports since 2019. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 301916
- Filed as: WOLF FOREST INVESTMENT MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Basking Ridge, NJ
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301916
- AdvisorCensus page: https://advisorcensus.com/firm/wolf-forest-investment-management-llc-basking-ridge-nj-301916

## Quick answers

**Where is Wolf Forest Investment Management, LLC located?**
Wolf Forest Investment Management, LLC's principal office is in Basking Ridge, NJ, according to its Form ADV.

**How does Wolf Forest Investment Management, LLC report to regulators?**
Wolf Forest Investment Management, LLC is an exempt reporting adviser, filing reports since 2019. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 301916.

**Does Wolf Forest Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301916

## From the Form ADV filing

### Firm details
- Reporting since: 2019 (7 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | February 25, 2021 |
| October 2022 | Not reported | Not reported | February 18, 2022 |
| October 2023 | Not reported | Not reported | March 2, 2023 |
| October 2024 | Not reported | Not reported | March 4, 2024 |
| October 2025 | Not reported | Not reported | January 27, 2025 |
| October 2026 | Not reported | Not reported | March 10, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolf Forest Investment Management, LLC (CRD 301916): Form ADV filing data as of October 2026.