BLUE WOLF CAPITAL PARTNERS LLC
Adviser information for BLUE WOLF CAPITAL PARTNERS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 38 |
|---|---|
| Investment Advisory/Research | 26 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 15 | $2.8B |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $2.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 15 | $2.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-80000 |
|---|---|
| SEC ERA File Number | 801-80000 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162475 |
| Legal Entity Identifier | None |
Principal Office
3 WORLD TRADE CENTER65TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 212-488-1340, Fax: 917-677-8233
Chief Compliance Officer
EVE MONGIARDO
CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR
3 WORLD TRADE CENTER
65TH FLOOR
NEW YORK
NY
United States
Tel:
212-488-3686
E**@******************M
(Full email address available in API data)
Regulatory Contact
RICHARD WINEGAR
CHIEF OPERATING OFFICER
3 WORLD TRADE CENTER
65TH FLOOR
NEW YORK
NY
United States
Tel:
212-488-4357
R***@******************M
(Full email address available in API data)
Industry Affiliates
| BLUE WOLF CAPITAL ADVISORS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BLUE WOLF CAPITAL ADVISORS IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BLUE WOLF CAPITAL ADVISORS V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BLUE WOLF CAPITAL ADVISORS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BW COLSON ADVISORS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BW EMPIRE ADVISORS LLC | Sponsor, GP, manager of pooled investment vehicles |
| BW NHHC CO-INVEST ADVISORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BW REHAB ADVISORS LLC | Sponsor, GP, manager of pooled investment vehicles |
| BW RHA AIV IV ADVISORS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUE WOLF CAPITAL FUND II, L.P. | Private Equity Fund | $0.8M | $5.0M | 19 |
| BLUE WOLF CAPITAL FUND III, L.P. | Private Equity Fund | $288.9M | $5.0M | 46 |
| BLUE WOLF CAPITAL FUND IV, L.P. | Private Equity Fund | $1,007.3M | $5.0M | 70 |
| BLUE WOLF CAPITAL FUND V-A, L.P. | Private Equity Fund | $444.6M | $5.0M | 33 |
| BLUE WOLF CAPITAL FUND V-B, L.P. | Private Equity Fund | $16.7M | $0.0M | 48 |
| BLUE WOLF CAPITAL FUND V, L.P. | Private Equity Fund | $597.0M | $5.0M | 28 |
| BW COLSON CO-INVEST, L.P | Private Equity Fund | $117.3M | $0.0M | 22 |
| BW EMPIRE CO-INVEST, L.P. | Private Equity Fund | $0.2M | $0.0M | 5 |
| BW NHHC CO-INVEST II, L.P. | Private Equity Fund | $51.3M | $0.0M | 18 |
| BW NHHC CO-INVEST, L.P. | Private Equity Fund | $0.0M | $0.0M | 19 |
| BW REHAB CO-INVEST, L.P | Private Equity Fund | $121.8M | $0.0M | 18 |
| BW RHA CO-INVEST, L.P | Private Equity Fund | $163.0M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOGLER, JEREMY, MICHAEL | Individual | – | MANAGING PARTNER | 12/2021 | 10-25% |
| BLUMENTHAL, ADAM | Individual | – | MANAGING PARTNER AND CHAIRMAN | 02/2010 | > 75% |
| MILLER, CHARLES | Individual | – | PARTNER | 05/2011 | < 5% |
| WINEGAR, III, RICHARD ALAN | Individual | – | CHIEF OPERATING OFFICER | 12/2021 | < 5% |
| MONGIARDO, EVE, GERRIETS | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING DIRECTOR | 09/2022 | < 5% |