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Adviser Profile

As of Date 09/20/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 3
of those in investment advisory functions 3
Registration New York, Termination Requested, 7/30/2023
Other registrations (3)
AUM* 52,830,603
of that, discretionary 52,830,603
Private Fund GAV* 944,056 -96.48%
Avg Account Size 960,556
% High Net Worth 67.86%
SMA’s No
Private Funds 1
Contact Info (21 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$944,056

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Brochure Summary

Overview

A. Wisdom Capital Asset Management, LLC (“Adviser” or “Wisdom Capital”) is a New York limited liability company formed in August 2013, with a business address at 375 South End Avenue, #15E, New York, NY 10280. Adviser is solely owned and controlled by its founder, Dr. Roberto Bandelli. Wisdom Capital is registered as an investment adviser with the Securities & Exchange Commission (“SEC”). Dr. Bandelli serves as President and Portfolio Manager, as well as the Chief Compliance Officer of Adviser. He holds an MBA from the Harvard Business School and a Ph.D. in Mechanical Engineering from the University of Pittsburgh. Prior to Wisdom Capital, Dr. Bandelli held various roles in investment research and financial advisory at Lehman Brothers, Citigroup, Morgan Stanley, Lazard and US Steel. B. Wisdom Capital is a boutique investment firm that provides investment advisory services with respect to other investment advisors, high net worth individuals, family offices, private funds, and corporations. In addition, Adviser offers publication of newsletters on a periodic basis to existing or prospective Clients free of charge. Adviser seeks long-term capital growth and income generation with reduced volatility and limited correlation to traditional asset classes by investing in a wide variety of instruments, including but not limited to equities, equity derivatives, Exchange Traded Funds (“ETFs”) and fixed-income instruments. Wisdom Capital currently acts as manager to Athena, SP of 4Alts Platform SPC (the “Fund”), an exempted company
incorporated in the Cayman Islands with limited liability registered as a segregated portfolio company. As a segregated portfolio company, the Platform can operate segregated portfolios with the benefit of statutory segregation of assets and liabilities between each segregated portfolio. The Fund’s objective is to achieve long-term growth of capital and income generation with reduced volatility and limited correlation to traditional asset classes by exploiting structural and temporary pricing dislocations of derivatives. No assurance can be given that the Fund's investment objective will be achieved. Investment results for the Fund may vary substantially over time and losses may be incurred. All investors in the fund must qualify as “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act, who have sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of an investment in the Fund. Clients must also be a “qualified client” pursuant to Rule 205-3. C. Adviser currently does not offer services tailored to individual needs of clients but may do so in the future. Services will only commence upon completion of an investment advisory agreement. Clients may impose restrictions on investing in certain types of securities. D. Adviser does not participate in any wrap fee programs. E. As of December 31, 2023, Wisdom Capital manages approximately $52,830,603 on a discretionary basis, and zero assets on a non-discretionary basis.