Armored Wolf, LLC (Irvine)

Name: Armored Wolf, LLC
Address: 18111 Von Karman Avenue, Irvine, CA, 92612
Telephone: 949-333-7000

Armored Wolf, LLC is a large advisory firm based in Irvine. It manages $655.17 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

Armored Wolf provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Armored Wolf: assets under management

The assets under management (AUM) of Armored Wolf, LLC is $655.17 million. The firm's AUM has grown by 4940% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $574.71 million in discretionary accounts and $80.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.78 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.46 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Armored Wolf, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Armored Wolf, LLC

John Brynjolfur Brynjolfsson has served as the Chief Investment Officer since 1 May 2008 and Alan John Andreini is the Chief Executive Officer of Armored Wolf, LLC family office. Toma Chepo joined the executive team most recently as the Director Of Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Brynjolfur Brynjolfsson	Chief investment officer	1 May 2008	Other	2078928
John Brynjolfsson	Chief investment officer	1 May 2008	Other	2078928
Mohan Vijay Phansalkar	Chief legal officer & chief compliance officer	1 Jun 2008	Other	4453079
Alan John Andreini	Chief executive officer	1 Sep 2008	Other	803965
Llc Armored Wolf Family Holdings	Member	1 Nov 2008	75% - 100%	26-3671913
Richard Elio Bani	Cheif financial officer	1 Nov 2008	Other	1699874
Roy Pemberton	Cheif financial officer	1 Jan 2010	Other	4794452
Christine Marie Addington	Chief operations officer	1 Jan 2010	Other	2480775
Christine Marie Loranger	Chief operations officer	1 Jan 2010	Other	2480775
Toma Chepo	Director of operations	1 Dec 2014	Other	6463801

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Brynjolfur Brynjolfsson	Co-trustee	1 Aug 2005	75% - 100%	2078928
Margaret Frances Brynjolfsson	Co-trustee	1 Aug 2005	75% - 100%	5661759
Brynjolfsson Living Trust	Member	1 Nov 2008	75% - 100%	xxx-xx-xxxx
Erik Nmn Brynjolfsson	Trustee	1 Nov 2008	25% - 50%	5664523
Brynjolfsson Family Irrevocable Trust	Member	1 Nov 2008	25% - 50%	xxx-xx-xxxx

Based in Irvine

The principal office where Armored Wolf, LLC performs its advisory services is located at 18111 Von Karman Avenue, Irvine, CA 92612, 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 949-333-7000 or by fax 949-315-3383. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.armoredwolf.com.