Skip to content

About
Events
News & Insights
Offerings
Login

Redirecting you to sign in…

Preview — showing sample data. Sign-in connects each investor's own portfolio, offerings, watchlist, and documents.

My Documents

Search documents

You don't have any documents yet.

Actions

Wolfe Alternative Asset Management is a division of Wolfe Research Advisors

Terms of Use
Privacy Policy
Wolfe Research Disclosures

Business Continuity
Check the background of our firm on FINRA's BrokerCheck

ADV Form
Form CRS

Wolfe Alternative Asset Management ("WAM") is a division of Wolfe Research Advisors, LLC ("WRA"), an SEC-registered investment adviser. WAM's products and services are offered through WRA and its affiliated companies, each acting in their respective regulatory capacities. Fund and investment management services are provided by WRA. Platform technology services are provided by Wolfe Research, LLC ("WR"), an affiliate of WRA. Placement agent and brokerage services are provided by WR Securities, LLC ("WRS"), doing business as Wolfe Research Securities, a registered broker-dealer and member of FINRA, SIPC, and the NFA, and an affiliate of WRA and WR. WAM may also refer clients to WRS for additional brokerage services.

This information is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any interests in any specific assets.

This information and any other materials are provided to you as a convenient reference and are not meant to be complete. Information herein is believed to be reliable but WRA and its affiliates, including but not limited to WRS doing business as Wolfe Research Securities and as Wolfe Capital Markets and Advisory, make no representation that it is complete or accurate. The Information is qualified in its entirety by the more detailed information in the private placement memorandum and the agreement of the limited partnership of a fund. The information contained herein is not intended to provide and should not be viewed as investment, legal, regulatory, business, tax, financial, accounting, or other advice or an investment recommendation. You should consult your own tax, legal, accounting, or other advisors about the issues discussed herein prior to making a determination to invest in a fund.

A private offering of interests in a fund will only be made in accordance with applicable securities laws and pursuant to a private placement memorandum or similar document which includes a discussion of the terms of the investment and the risk factors, and a related subscription agreement. Prospective investors should review the confidential private placement memorandum or similar document before making a decision to invest. In addition, prospective investors should rely only on the confidential private placement memorandum or similar document in making a decision to invest. Subscriptions may only be made on the terms of the confidential private placement memorandum or similar document and subject to completion of a subscription agreement.

Any interests in a fund will not be registered under the Securities Act of 1933, as amended (the “Securities Act”), and, therefore, cannot be resold unless they are subsequently registered under the Securities Act or an exemption from such registration is available. Interests in a fund will also be subject to restrictions on transfer and transfers will not generally be permitted. The entity through which any such Interests are offered will not be registered under the Investment Company Act of 1940, as amended. Such Interests and such entity will not be approved or disapproved by the U.S. Securities and Exchange Commission, the U.S. Commodity Futures Trading Commission, any U.S. national securities exchange, the U.S. Financial Industry Regulatory Authority, or any other U.S. federal or state governmental agency or regulatory authority. No agency, exchange, or authority has passed, or is expected to pass upon the accuracy or adequacy of this presentation or the merits of the investment opportunity. Any representation to the contrary is unlawful.

An investment into a fund or any investment products described herein may not be suitable for certain investors. An investment in a fund or other investment product is speculative and may result in the loss of an investor’s entire investment in a fund. Investments are not guaranteed by any entity and investment losses may occur. Investment in a fund or other investment product carries substantial risk. There can be no assurance that the investment objectives of a fund will be achieved and investment results may vary substantially over time. Investment in a fund or other investment product is not intended to be a complete investment program for any investor. Investment in a fund or other investment product is intended for experienced investors who are able to understand and accept the risks involved. Past performance is not indicative of future results. All persons are strongly urged to consult with their own advisors regarding any potential investment. Any risk management processes discussed refer to efforts to monitor and manage risk but should not be confused with and do not imply no or low risk.

This information contains information from third party sources which WAM has not verified and is believed to be reliable as of the date stated herein. No representation or warranty, express or implied, is given by or on behalf of WAM and its affiliates as to the accuracy, fairness, correctness or completeness of the information or opinions contained in this material and no liability whatsoever (in negligence or otherwise) is accepted by WAM and its affiliates for any loss howsoever arising, directly or indirectly, from any use of this material or its contents, or otherwise arising in connection therewith. WAM, WRA, WRS and their affiliates, directors, officers and employees expressly disclaim any obligation to update any information contained herein.

No warranty is given to the completeness and accuracy of the information contained herein and views and opinions, whilst given in good faith, are subject to change without notice.

For important disclosures regarding companies covered by Wolfe Research, LLC, please see disclosures. We will not be able to accept orders by email to buy or sell securities, or honor time-sensitive instructions. Subject to applicable law, Wolfe Research and its affiliates reserve the right to intercept, monitor and retain communications transmitted through its systems.

© 2026 Wolfe Research, LLC, All Rights Reserved