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WHITE WOLF CAPITAL ADVISORS, LLC
CRD 311816File 801-120718
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$566.8M
Above cohort median (national)
Discretionary AUM
$484.2M
Non-discretionary $82.6M
Clients
36
36 accounts
Employees
19
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 2, 2021
- Principal office
- 501 BRICKELL KEY DRIVE, SUITE 104, MIAMI, FL, 33131
- Phone
- 305-605-8888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $566.8M
- Discretionary AUM
- $484.2M
- Non-discretionary AUM
- $82.6M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 26
- Total accounts
- 36
- AUM per client
- $15.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $6.8M |
| Pooled investment vehicles | 34 | $560.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADMINISTRATION. PORTFOLIO COMPANY MANAGEMENT & RELATED FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 35 | 36 | increased by1 |
| Apr 1, 2026 | AUM | $686,664,707 | $566,799,471 | decreased by$119,865,236 |
| Apr 1, 2026 | Accounts | 35 | 36 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 35 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $483,404,687 | $686,664,707 | increased by$203,260,020 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 35 | increased by11 |
| May 1, 2022 | AUM | $484,288,730 | $483,404,687 | decreased by$884,043 |
| Apr 1, 2022 | Employees | 9 | 16 | increased by7 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 19 | 24 | increased by5 |
| Apr 1, 2022 | AUM | $344,335,846 | $484,288,730 | increased by$139,952,884 |
| Apr 1, 2022 | Accounts | 19 | 24 | increased by5 |
| Sep 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2021 | AUM | $0 | $344,335,846 | increased by$344,335,846 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITE WOLF” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITE WOLF” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.