PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:44 AM ET

Sponsor Check › Sponsor group

BW

Blue Wolf

One sponsor team, 18 deal companies · New York, NY

Grouped because: 5 shared people, 3 shared management entities, same business address (18 issuers), similar issuer names (13) (automatic match from the filings) · not the same sponsor?

18deal companies
$450.6Mreported sold
104investors
20Form D filings
2009–2025active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Dec 18, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Blue Wolf is a sponsor group of 18 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 20 Form D filings between Aug 2009 and Dec 2025.

What this means One team, 18 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $450.6M to 104 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (18). Issuers are based in NY (18).

What this means $450.6M raised across the group, about $4.33M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Adam Blumenthal (18 issuers, executive officer and promoter), Charles Miller (14 issuers, executive officer and promoter), Jeremy Kogler (10 issuers, executive officer and promoter), Michael Ranson (7 issuers, executive officer), Blue Wolf Capital Advisors IV, L.P. (6 issuers, executive officer, entity) and 8 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 2 new offerings in the last 12 months; latest filing Dec 18, 2025.

What this means still raising money this year.

Adviser registration (Form ADV) on record: BLUE WOLF CAPITAL PARTNERS LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 5 court cases matching the name, 4 bankruptcy cases matching the name listed in Key records below.

What this means 9 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 20 public filings for Blue Wolf and found 14 differences, 3 worth asking the sponsor about: 5 court cases name Blue Wolf; Blue Wolf includes 5 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Blue Wolf has not run yet — it is joining a line of 39,881 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

5 cases: 3 dismissed, 2 closed (disposition not in docket feed)

Blue Wolf Group LLC v. Pro Custom Solar LLC dismissed matched at sponsor-group level (Blue Wolf)
District Court, S.D. New York · No. 1:18-cv-01572 · Filed Feb 21, 2018 · Closed Apr 17, 2018 · Nature of suit: 190 Other contract actions
Role of Blue Wolf Group LLC: Plaintiff · Outcome: Terminated 2018-04-17 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in the group's state (NY)
PRO CUSTOM SOLAR, LLC v. BLUE WOLF GROUP, LLC. dismissed matched at sponsor-group level (Blue Wolf)
District Court, D. New Jersey · No. 2:18-cv-02215 · Filed Feb 15, 2018 · Closed Feb 8, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of BLUE WOLF GROUP, LLC.: Defendant · Outcome: Terminated 2019-02-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Willette v. Blue Wolf Group LLC dismissed matched at sponsor-group level (Blue Wolf)
District Court, N.D. California · No. 4:18-cv-00829 · Filed Feb 7, 2018 · Closed May 20, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Blue Wolf Group LLC: Defendant · Outcome: Terminated 2019-05-20 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
BWP Media USA Inc. v. Blue Wolf Media, Inc. closed matched at sponsor-group level (Blue Wolf)
District Court, E.D. New York · No. 2:16-mc-01439 · Filed Jun 2, 2016 · Closed Jun 2, 2016
Role of Blue Wolf Media, Inc.: Defendant · Outcome: Terminated 2016-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (NY)
Blue Wolf Capital Management LLC v. Johnnic Holdings Limited closed matched at sponsor-group level (Blue Wolf)
District Court, S.D. New York · No. 1:07-cv-07675 · Filed Aug 28, 2007 · Closed Oct 24, 2007
Role of Blue Wolf Capital Management LLC: Plaintiff · Outcome: Terminated 2007-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (NY)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Blue Wolf..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

Liquidating Trustee for the Eos Airlines, Inc. Liq v. Blue Wolf Group LLC closed matched at sponsor-group level (Blue Wolf)
United States Bankruptcy Court, S.D. New York · No. 10-08297 · Filed Apr 25, 2010 · Closed Dec 28, 2011
Role of Blue Wolf Group LLC: Defendant · Outcome: Case closed 2011-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (NY)
EHRENBERG v. Blue Wolf Group, Inc. closed matched at sponsor-group level (Blue Wolf)
United States Bankruptcy Court, C.D. California · No. 2:09-ap-03160 · Filed Dec 12, 2009 · Closed Apr 1, 2011
Role of Blue Wolf Group, Inc.: Defendant · Outcome: Case closed 2011-04-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Storehouse, Inc. v. The Blue Wolf Companies closed matched at sponsor-group level (Blue Wolf)
United States Bankruptcy Court, E.D. Virginia · No. 08-01034 · Filed Jan 18, 2008 · Closed Jun 5, 2008
Role of The Blue Wolf Companies: Defendant · Outcome: Case closed 2008-06-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
TEU Holdings, Inc. v. The Blue Wolf Companies closed
United States Bankruptcy Court, D. Delaware · No. 02-01171 · Filed Jan 7, 2002 · Closed Jul 5, 2002
Role of TEU Holdings, Inc. v. The Blue Wolf Companies: Party · Outcome: Case closed 2002-07-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Blue Wolf — 3 worth asking about (compared 20 filings on Oct 24, 2026)

Note · Apr 25, 2010 – Dec 28, 2011

Bankruptcy case: Liquidating Trustee for the Eos Airlines, Inc. Liq v. Blue Wolf Group LLC — filed Apr 25, 2010

United States Bankruptcy Court, S.D. New York docket "Liquidating Trustee for the Eos Airlines, Inc. Liq v. Blue Wolf Group LLC" filed Apr 25, 2010, closed Dec 28, 2011. Blue Wolf is listed as Defendant ("Blue Wolf Group LLC"). Our match estimate: 80%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. New York ↗Blue Wolf — sponsor group page ↗
Sources
Note · Dec 12, 2009 – Apr 1, 2011

Bankruptcy case: EHRENBERG v. Blue Wolf Group, Inc. — filed Dec 12, 2009

United States Bankruptcy Court, C.D. California docket "EHRENBERG v. Blue Wolf Group, Inc." filed Dec 12, 2009, closed Apr 1, 2011. Blue Wolf is listed as Defendant ("Blue Wolf Group, Inc."). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗Blue Wolf — sponsor group page ↗
Sources
Note · Jan 18, 2008 – Jun 5, 2008

Bankruptcy case: Storehouse, Inc. v. The Blue Wolf Companies — filed Jan 18, 2008

United States Bankruptcy Court, E.D. Virginia docket "Storehouse, Inc. v. The Blue Wolf Companies" filed Jan 18, 2008, closed Jun 5, 2008. Blue Wolf is listed as Defendant ("The Blue Wolf Companies"). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. Virginia ↗Blue Wolf — sponsor group page ↗
Sources
Worth asking · Aug 28, 2007 – Feb 21, 2018

5 court cases name Blue Wolf — 3 as defendant

By role: plaintiff in 2, defendant in 3. Newest: "Blue Wolf Group LLC v. Pro Custom Solar LLC" (District Court, S.D. New York, Feb 21, 2018); "PRO CUSTOM SOLAR, LLC v. BLUE WOLF GROUP, LLC." (District Court, D. New Jersey, Feb 15, 2018); "Willette v. Blue Wolf Group LLC" (District Court, N.D. California, Feb 7, 2018). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Blue Wolf Group LLC v. Pro Custom Solar LLC ↗Docket · PRO CUSTOM SOLAR, LLC v. BLUE WOLF GROUP, LLC. ↗Docket · Willette v. Blue Wolf Group LLC ↗Docket · BWP Media USA Inc. v. Blue Wolf Media, Inc. ↗
Sources
Worth asking · Apr 12, 2013 – Jul 29, 2021

Blue Wolf includes 5 deals that stopped filing before reaching their target

BLUE WOLF CAPITAL FUND V, L.P. (last filing Jul 29, 2021; $0 sold of $1,000,000,000); BLUE WOLF CAPITAL FUND V-A, L.P. (last filing Jul 29, 2021; $0 sold of $1,000,000,000); BWFF IV, L.P. (last filing Aug 31, 2017; $0 sold of $2,150,000); Blue Wolf Capital Fund IV, L.P. (last filing Aug 2, 2017; $0 sold of $525,000,000); Blue Wolf Capital Fund III, L.P. (last filing Apr 12, 2013; $0 sold of $300,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

BLUE WOLF CAPITAL FUND V, L.P. — PartnerFacts page ↗BLUE WOLF CAPITAL FUND V-A, L.P. — PartnerFacts page ↗BWFF IV, L.P. — PartnerFacts page ↗Blue Wolf Capital Fund IV, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 4, 2024

Paid seller listed without a CRD number: CANACCORD GENUITY CORP. — BW PHOENIX CO-INVEST, L.P.

CANACCORD GENUITY CORP. is listed as receiving sales compensation on 1 filing (Jan 4, 2024) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Jan 4, 2024 ↗BrokerCheck search: CANACCORD GENUITY CORP. ↗BW PHOENIX CO-INVEST, L.P. — PartnerFacts page ↗
Sources
Note · Dec 22, 2023 – Jan 4, 2024

No amendment in the last 12 months on an offering that may still be open — BW PHOENIX CO-INVEST, L.P. (latest filing Jan 4, 2024)

The latest filing for this offering is dated Jan 4, 2024 (first sale Dec 22, 2023). It reports $41,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jan 4, 2024 ↗BW PHOENIX CO-INVEST, L.P. — PartnerFacts page ↗
Sources
Note · Jul 31, 2008 – Aug 12, 2009

No amendment in the last 12 months on an offering that may still be open — BWFF II LP (latest filing Aug 12, 2009)

The latest filing for this offering is dated Aug 12, 2009 (first sale Jul 31, 2008). It reports $4,150,001 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Aug 12, 2009 ↗BWFF II LP — PartnerFacts page ↗
Sources
Note · Jul 31, 2008 – Aug 12, 2009

No amendment in the last 12 months on an offering that may still be open — BLUE WOLF CAPITAL FUND II LP (latest filing Aug 12, 2009)

The latest filing for this offering is dated Aug 12, 2009 (first sale Jul 31, 2008). It reports $112,150,001 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Aug 12, 2009 ↗BLUE WOLF CAPITAL FUND II LP — PartnerFacts page ↗
Sources
Note · Mar 9, 2021 – May 26, 2021

Offering amount changed between filings — BW COLSON CO-INVEST FEEDER (CAYMAN), L.P.

The Mar 9, 2021 filing says $50,000,000 offered; the May 26, 2021 Form D/A says $73,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Mar 9, 2021 ↗Form D/A (later) · May 26, 2021 ↗BW COLSON CO-INVEST FEEDER (CAYMAN), L.P. — PartnerFacts page ↗
Sources
Note · Mar 9, 2021 – May 26, 2021

Offering amount changed between filings — BW COLSON CO-INVEST, L.P.

The Mar 9, 2021 filing says $50,000,000 offered; the May 26, 2021 Form D/A says $73,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Mar 9, 2021 ↗Form D/A (later) · May 26, 2021 ↗BW COLSON CO-INVEST, L.P. — PartnerFacts page ↗
Sources
Note · Aug 2, 2017 – Aug 31, 2017

Blue Wolf Capital Advisors IV, L.P. is written 2 different ways on the filings

listed as "Blue Wolf Capital Advisors IV, LLC" on 6 filings (from Aug 2, 2017), and "Blue Wolf Capital Advisors IV, L.P." on 2 filings (from Aug 31, 2017).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Aug 2, 2017 ↗Form D · Aug 31, 2017 ↗Blue Wolf Capital Advisors IV, L.P. — PartnerFacts page ↗
Sources
Note · Aug 12, 2009

Blue Wolf Capital Advisors, L.P. is written 2 different ways on the filings

listed as "Blue Wolf Capital Advisors, LLC" on the Aug 12, 2009 filing, and "Blue Wolf Capital Advisors, L.P." on the Aug 12, 2009 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Aug 12, 2009 ↗Form D/A · Aug 12, 2009 ↗Blue Wolf Capital Advisors, L.P. — PartnerFacts page ↗
Sources
Note · Aug 12, 2009 – Dec 18, 2025

Member companies were formed in 2 different states

Delaware (17), Cayman Islands (1) — out of 18 member issuers. The odd ones out: BW COLSON CO-INVEST FEEDER (CAYMAN), L.P. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Blue Wolf — sponsor group page ↗BW COLSON CO-INVEST FEEDER (CAYMAN), L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 18 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 18, 2025 D
Blue Wolf Capital Fund VI-A, L.P.
File 021-567415
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
WILLIAM BLAIR & COMPANY, L.L.C. BrokerCheck CRD 1252 ↗EDGAR ↗
Dec 18, 2025 D
Blue Wolf Capital Fund VI, L.P.
File 021-567416
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
WILLIAM BLAIR & COMPANY, L.L.C. BrokerCheck CRD 1252 ↗EDGAR ↗
Nov 1, 2024 D
BW CDMO CO-INVEST, L.P.
File 021-528502
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2024 D
BW PHOENIX CO-INVEST, L.P.
File 021-501585
$0$0$0 (est.)WILLIAM BLAIR & COMPANY, L.L.C. BrokerCheck CRD 1252 ↗
CANACCORD GENUITY CORP. no CRD number reported		EDGAR ↗
Oct 7, 2021 D
BLUE WOLF CAPITAL FUND V-B, L.P.
File 021-416174
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jul 29, 2021 D
BLUE WOLF CAPITAL FUND V-A, L.P.
File 021-408249
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jul 29, 2021 D
BLUE WOLF CAPITAL FUND V, L.P.
File 021-408250
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
May 26, 2021 D/A
BW COLSON CO-INVEST, L.P.
File 021-391671
$0$0$0None listed on this filingEDGAR ↗
May 26, 2021 D/A
BW COLSON CO-INVEST FEEDER (CAYMAN), L.P.
File 021-391665
$0$0$0None listed on this filingEDGAR ↗
Jan 2, 2020 D
BW NHHC Co-Invest-II, L.P.
File 021-356906
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2019 D
BW RHA Co-Invest, L.P.
File 021-345305
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2019 D
BW Rehab Co-Invest, L.P.
File 021-333008
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2017 D
BWFF IV, L.P.
File 021-293910
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2017 D
Blue Wolf Capital Fund IV, L.P.
File 021-292011
$0 (est.)$0 (est.)$0 (est.)
An affiliate of the General Partner will receive a management fee payable by the Issuer quarterly in advance. The management fee will generally be equal to a percentage of commitments or invested capital as specified in the Issuer's partnership agreement.
Stanwich Advisors LLC BrokerCheck CRD 124667 ↗EDGAR ↗
Jul 15, 2013 D
BWFF III, L.P.
File 021-199689
$0 (est.)$0 (est.)$0Stanwich Advisors LLC BrokerCheck CRD 124667 ↗EDGAR ↗
Apr 12, 2013 D
Blue Wolf Capital Fund III, L.P.
File 021-194914
$0 (est.)$0 (est.)$0
An affiliate of the General Partner will receive a management fee payable by the Issuer quarterly in advance. The management fee will generally be equal to a percentage of commitments or invested capital as specified in the Issuer's partnership agreement.
Stanwich Advisors LLC BrokerCheck CRD 124667 ↗EDGAR ↗
Aug 12, 2009 D/A
BLUE WOLF CAPITAL FUND II LP
File 021-121487
$0$0$0 (est.)
An affiliate of the General Partner will receive a management fee payable by the Issuer quarterly in advance. The management fee will be equal to no more than 2% of the aggregate subscriptions of the limited partners of the Issuer.
None listed on this filingEDGAR ↗
Aug 12, 2009 D/A
BWFF II LP
File 021-121486
$0$0$0 (est.)
"100% of the proceeds of the offering will be invested in Blue Wolf Capital Fund II, L.P. (the ""Fund"") and the general partner of the Fund will receive a management fee equal to no more than 2% of the aggregate subscriptions to the Fund."
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 18 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Blue Wolf in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BW BLUE WOLF CAPITAL FUND II LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$112,150,0019No minimum reported2009–2009
EDGAR ↗B BWFF II LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$4,150,0019No minimum reported2009–2009
EDGAR ↗BW Blue Wolf Capital Fund III, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$00No minimum reported2013–2013
EDGAR ↗BL BWFF III, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$2,150,00013No minimum reported2013–2013
EDGAR ↗BW Blue Wolf Capital Fund IV, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering $525,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗BL BWFF IV, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering $2,150,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗BR BW Rehab Co-Invest, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$67,000,000
offering $67,000,000 · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BR BW RHA Co-Invest, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$55,000,000
offering $55,000,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BN BW NHHC Co-Invest-II, L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$23,129,487
offering $23,129,487 · similar: $155,000–$5,250,000
17
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗BC BW COLSON CO-INVEST, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$73,000,000
offering $73,000,000 · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗BC BW COLSON CO-INVEST FEEDER (CAYMAN), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$73,000,000
offering $73,000,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗BW BLUE WOLF CAPITAL FUND V-A, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering $1,000,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗BW BLUE WOLF CAPITAL FUND V, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering $1,000,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗BW BLUE WOLF CAPITAL FUND V-B, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗BP BW PHOENIX CO-INVEST, L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$41,000,000
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗BC BW CDMO CO-INVEST, L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗BW Blue Wolf Capital Fund VI-A, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗BW Blue Wolf Capital Fund VI, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Dec 18, 2025Blue Wolf Capital Fund VI, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 18, 2025Blue Wolf Capital Fund VI-A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 1, 2024BW CDMO CO-INVEST, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 4, 2024BW PHOENIX CO-INVEST, L.P.DPooled Investment FundIndefinite$41,000,000
EDGAR ↗Oct 7, 2021BLUE WOLF CAPITAL FUND V-B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 29, 2021BLUE WOLF CAPITAL FUND V, L.P.DPooled Investment Fund$1,000,000,000$0
EDGAR ↗Jul 29, 2021BLUE WOLF CAPITAL FUND V-A, L.P.DPooled Investment Fund$1,000,000,000$0
EDGAR ↗May 26, 2021BW COLSON CO-INVEST FEEDER (CAYMAN), L.P.D/APooled Investment Fund$73,000,000$73,000,000
EDGAR ↗May 26, 2021BW COLSON CO-INVEST, L.P.D/APooled Investment Fund$73,000,000$73,000,000
EDGAR ↗Mar 9, 2021BW COLSON CO-INVEST FEEDER (CAYMAN), L.P.DPooled Investment Fund$50,000,000$50,000,000
EDGAR ↗Mar 9, 2021BW COLSON CO-INVEST, L.P.DPooled Investment Fund$50,000,000$50,000,000
EDGAR ↗Jan 2, 2020BW NHHC Co-Invest-II, L.P.DPooled Investment Fund$23,129,487$23,129,487
EDGAR ↗Jul 30, 2019BW RHA Co-Invest, L.P.DPooled Investment Fund$55,000,000$55,000,000
EDGAR ↗Feb 15, 2019BW Rehab Co-Invest, L.P.DPooled Investment Fund$67,000,000$67,000,000
EDGAR ↗Aug 31, 2017BWFF IV, L.P.DPooled Investment Fund$2,150,000$0
EDGAR ↗Aug 2, 2017Blue Wolf Capital Fund IV, L.P.DPooled Investment Fund$525,000,000$0
EDGAR ↗Jul 15, 2013BWFF III, L.P.DPooled Investment Fund$2,150,000$2,150,000
EDGAR ↗Apr 12, 2013Blue Wolf Capital Fund III, L.P.DPooled Investment Fund$300,000,000$0
EDGAR ↗Aug 12, 2009BWFF II LPD/APooled Investment FundIndefinite$4,150,001
EDGAR ↗Aug 12, 2009BLUE WOLF CAPITAL FUND II LPD/APooled Investment FundIndefinite$112,150,001

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Dec 18, 2025. Industry history, as reported on each offering's latest filing: All 18 offerings reported: Pooled Investment Fund (2009–2025).

People across the group

NameRolesIssuers hereFirst → last listed
AB ADAM BLUMENTHALExecutive Officer, Promoter18Aug 12, 2009 → Dec 18, 2025
CM CHARLES MILLERExecutive Officer, Promoter14Apr 12, 2013 → Nov 1, 2024
JK JEREMY KOGLERExecutive Officer, Promoter10Jan 2, 2020 → Dec 18, 2025
MR Michael RansonExecutive Officer7Apr 12, 2013 → Jan 2, 2020
BW Blue Wolf Capital Advisors IV, L.P. entityExecutive Officer6Aug 2, 2017 → May 26, 2021
BW Blue Wolf Capital Advisors III, L.P. entityExecutive Officer2Apr 12, 2013 → Jul 15, 2013
BW Blue Wolf Capital Advisors, L.P. entityExecutive Officer2Aug 12, 2009 → Aug 12, 2009
JP Josh Wolf-PowersExecutive Officer, Promoter2Aug 12, 2009 → Aug 12, 2009
BC BW COLSON ADVISORS, L.P. entityExecutive Officer1Mar 9, 2021 → May 26, 2021
BN BW NHHC Co-Invest Advisors, LLC entityExecutive Officer1Jan 2, 2020 → Jan 2, 2020
BW Blue Wolf Capital Partners LLC entityExecutive Officer1Jan 2, 2020 → Jan 2, 2020
BR BW RHA AIV IV Advisors LLC entityExecutive Officer1Jul 30, 2019 → Jul 30, 2019
BR BW Rehab Advisors, LLC entityExecutive Officer1Feb 15, 2019 → Feb 15, 2019

Business registration (state registry / Secretary of State)

2 of 18 issuers have a matched state registry record — records by status: active 2.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

BLUE WOLF CAPITAL PARTNERS LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jul 2, 2014 · SEC file 801-80000 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $4,121,188,259 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 16 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.BLUEWOLFCAPITAL.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (NY) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Blue Wolf as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Blue Wolf's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #368,861 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Courts

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Business registries

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