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Wilde Capital Management, LLC (Summit)


Wilde Capital Management, LLC is an adviser based in Summit. It manages $3.7 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2015.

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Wilde Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilde Capital Management: assets under management

The assets under management (AUM) of Wilde Capital Management, LLC is $3.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wilde Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Summit

The principal office where Wilde Capital Management, LLC performs its advisory services is located at 60 Morris Turnpike, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866 894 5332 or by fax (973) 218-1024. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at wildecapitalmgmt.com.


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