$124.9K Total AUM
$124.9K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
-- St. Paul MN
About Wagner Road Capital Management, LLC
Wagner Road Capital Management provides investment management and research consulting. The firm runs a concentrated, long-only U.S.-focused equity SMA strategy (typically 8–15 high-quality holdings) with transparency around buy/sell decisions, and offers fundamental research support to professional portfolio managers as an outsourced analyst. Minimum investment is $20,000.
Team overview
35 AVG AGE
$124.9K AVG AUM / ADVISOR
$31.2K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Andrew Thomas Wagner
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #6920742
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,879 | -- |
| Non-Discretionary | $0 | -- |
| Total | $124,879 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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