WF
Wolf Forest Investment Management, Llc
SEC-registered
Investment Adviser
CRD 301916
· SEC file 802-116765
· Basking Ridge, NJ
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ADV data as of Mar 10, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $59.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eastfourth Partnership, Lp | Other Private Fund | Delaware | $38.7M | 5 |
| Westfourth Partnership, L.P. | Other Private Fund | Florida | $18.7M | 6 |
| Northfourth Partnership, Lp | Other Private Fund | Delaware | $2.2M | 5 |
Private funds (3, $59.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eastfourth Partnership, Lp | Other Private Fund | $38.7M | $0 | 5 |
| Westfourth Partnership, L.P. | Other Private Fund | $18.7M | $0 | 6 |
| Northfourth Partnership, Lp | Other Private Fund | $2.2M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 868 KB | 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗