$71.0M Total AUM
$71.0M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2022
- Office Locations
- 1
Office Locations
-- NEW York NY
About Wisdom Capital Asset Management, LLC
Wisdom Capital Asset Management is a New York-based RIA providing research-based, quantitative asset management. The firm runs systematic derivatives strategies across U.S.-listed equity indexes for retail and institutional clients, with implementation supported by custodians such as Interactive Brokers.
Team overview
-- AVG AGE
$35.5M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERTO BANDELLI
Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #4291042
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,044,332 | $1,449,884 |
| Non-Discretionary | $0 | -- |
| Total | $71,044,332 | $1,449,884 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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