SourcingSourcing

RARE WOLF CAPITAL LLC

A66
CRD 334465·SEC 801-132933·BELLEVUE, WA
AUM
$179.6M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$539K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RARE WOLF CAPITAL LLC
CRD
334465
SEC file #
801-132933
EIN
334117375
DBA names
—

Economics

AUM
$179.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$186.5M → $179.6M▼ -4%
Client mix
Individuals High Net Worth33

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
rarewolfcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROLFE, JUSTIN, DEVERE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROLFE, JUSTIN, DEVERE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
RAREWOLFCAPITAL.COM
Rdap Domain Creation Date
2024-10-31T16:22:03Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002105393
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-19
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002105393-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
10900 NE 4THSUITE 2300BELLEVUE, WA 98004
Business
10900 NE 4THSUITE 2300BELLEVUE, WA 98004
Edgar EIN
334117375
Edgar Recent Filings
13F-HR2026-05-14 · 0002105393-26-000002
13F-HR2026-02-19 · 0002105393-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-31T16:22:03Z
Rdap Domain Last Changed
2025-08-14T04:17:21Z
Rdap Nameservers
Alec.ns.cloudflare.comWally.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
7172316
Trust Company Affiliate
No

People (1)

1
ROLFE, JUSTIN, DEVERE
IAR · Direct Owner · 87.5%
7172316