W
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-21-2024
- Office Locations
- 1
Office Locations
-- Harrison NY
About Wolfdog Capital LLC
Wolfdog Capital LLC is a NEW Rochelle-based RIA. The firm has been operating for 2 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Joshua M Dannett
Chief Executive Officer
- CRD
- #7936467
- 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 | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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