SourcingSourcing

WOLF POINT ASSET MANAGEMENT

C40
CRD 173823·SEC 801-113757·CHICAGO, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WOLF POINT ASSET MANAGEMENT
CRD
173823
SEC file #
801-113757
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
'20'25
$198.8M → $209.4M▲ +5%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/wolf-point-asset-management(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRIMM, ROBERT, MATTHEW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GRIMM, ROBERT, MATTHEW
MARKUS, NICK, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1990925
Trust Company Affiliate
No

People (2)

2
GRIMM, ROBERT, MATTHEW
Direct Owner · 62.5%
1990925
MARKUS, NICK, ANTHONY
Direct Owner · 62.5%
6422466