Wolf River Capital Management, Llc
- Regulatory AUM
- $329M
- Discretionary
- $329M
- Clients
- 27
- Avg AUM / client
- $12.2M
- Accounts
- 27
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 24 | $318M | 96.7% |
| Charitable organizations | 2 | $10.8M | 3.29% |
| Corporations and other businesses | 1 | $200 | 0.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $244M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wolf River Opportunity Fund, Llc | Private Equity Fund | Delaware | $98.1M | 7 |
| Wolf River Opportunity Fund Ii, Llc | Other Private Fund | Delaware | $52.1M | 8 |
| Wolf River Partner Fund | Hedge Fund | Delaware | $50.5M | 14 |
| Wolf River Opportunity Series, Llc Series A | Private Equity Fund | Delaware | $10.0M | 7 |
| Wolf River Opportunity Series, Llc Series D | Private Equity Fund | Delaware | $10.0M | 7 |
| Wolf River Opportunity Series, Llc Series B | Private Equity Fund | Delaware | $7.1M | 7 |
| Wolf River Opportunity Series, Llc Series C | Private Equity Fund | Delaware | $5.7M | 6 |
| Wolf River Opportunity Series Llc Series E | Private Equity Fund | Delaware | $2.9M | 6 |
| Wolf River Opportunity Series, Llc Series I | Private Equity Fund | Delaware | $2.5M | 4 |
| Wolf River Opportunity Series Llc Series H | Private Equity Fund | Delaware | $2.3M | 6 |
| Wolf River Opportunity Series Llc Series F | Private Equity Fund | Delaware | $2.2M | 5 |
| Wolf River Opportunity Series Llc Series G | Private Equity Fund | Delaware | $1.0M | 5 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Duncan, Douglas, Brian | Member/Managing Director | Aug 2008 (18y) | 25% – 50% | |
| Howe, Richard, Davis | Member/Managing Director | Aug 2008 (18y) | 25% – 50% | |
| Wingett, James, Duncan | Member/Managing Director | Aug 2008 (18y) | 25% – 50% | |
| Stroud, Gina, Conn | Chief Financial Officer / Chief Compliance Officer | Sep 2008 (18y) | 10% – 25% | |
| Gerber, Janet, Helen | Senior Vice President | Oct 2008 (18y) | Less than 5% | |
| Lee, Beth, Gunn | Vice President | Oct 2008 (18y) | Less than 5% | |
| Renovich, William, Robert | Vice President | Oct 2008 (18y) | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $244M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wolf River Opportunity Fund, Llc | Private Equity Fund | $98.1M | $0 | 7 |
| Wolf River Opportunity Fund Ii, Llc | Other Private Fund | $52.1M | $0 | 8 |
| Wolf River Partner Fund | Hedge Fund | $50.5M | $0 | 14 |
| Wolf River Opportunity Series, Llc Series A | Private Equity Fund | $10.0M | $0 | 7 |
| Wolf River Opportunity Series, Llc Series D | Private Equity Fund | $10.0M | $0 | 7 |
| Wolf River Opportunity Series, Llc Series B | Private Equity Fund | $7.1M | $0 | 7 |
| Wolf River Opportunity Series, Llc Series C | Private Equity Fund | $5.7M | $0 | 6 |
| Wolf River Opportunity Series Llc Series E | Private Equity Fund | $2.9M | $0 | 6 |
| Wolf River Opportunity Series, Llc Series I | Private Equity Fund | $2.5M | $0 | 4 |
| Wolf River Opportunity Series Llc Series H | Private Equity Fund | $2.3M | $0 | 6 |
| Wolf River Opportunity Series Llc Series F | Private Equity Fund | $2.2M | $0 | 5 |
| Wolf River Opportunity Series Llc Series G | Private Equity Fund | $1.0M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.84 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- M&T Bank $19.2M (10% of AUM) Mar 2019
- BNY Mellon $6.0M (2% of AUM) Mar 2026
- Wells Fargo $5.3M (4% of AUM) Mar 2020
- Fidelity Brokerage Services $4.8M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗