Blue Wolf Capital Partners Llc
- Regulatory AUM
- $4.1B
- Discretionary
- $4.1B
- Clients
- 16
- Avg AUM / client
- $258M
- Accounts
- 16
- Employees
- 51
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $4.1B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Wolf Capital Fund Iv, L.P. master | Private Equity Fund | Delaware | $1.0B | 70 |
| Blue Wolf Capital Fund V, L.P. | Private Equity Fund | Delaware | $597M | 28 |
| Blue Wolf Capital Fund V A, L.P. | Private Equity Fund | Delaware | $445M | 33 |
| Blue Wolf Capital Fund Iii, L.P. master | Private Equity Fund | Delaware | $289M | 46 |
| Bw Rha Co Invest, L.P | Private Equity Fund | Delaware | $163M | 6 |
| Bw Rehab Co Invest, L.P | Private Equity Fund | Delaware | $122M | 18 |
| Bw Colson Co Invest, L.P | Private Equity Fund | Delaware | $117M | 22 |
| Bw Nhhc Co Invest Ii, L.P. | Private Equity Fund | Delaware | $51.3M | 18 |
| Blue Wolf Capital Fund V B, L.P. | Private Equity Fund | Delaware | $16.7M | 48 |
| Blue Wolf Capital Fund Ii, L.P. master | Private Equity Fund | Delaware | $817K | 19 |
| Bw Empire Co Invest, L.P. | Private Equity Fund | Delaware | $164K | 5 |
| Bw Nhhc Co Invest, L.P. | Private Equity Fund | Delaware | $19.4K | 19 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Operating Engineers' Local 324 Pension Fund Joint Board Of Trustees Operating Engineers Local 324 | 2024 | |
| Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A Con Ind & Laborers Joint Pension Trust Board Of Trustees | Las Vegas, NV | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blumenthal, Adam | Managing Partner And Chairman | Feb 2010 (17y) | 75% or more | |
| Miller, Charles | Partner | May 2011 (15y) | Less than 5% | |
| Kogler, Jeremy, Michael | Managing Partner | Dec 2021 (5y) | 10% – 25% | |
| Winegar, Iii, Richard Alan | Chief Operating Officer | Dec 2021 (5y) | Less than 5% | |
| Mongiardo, Eve, Gerriets | Chief Financial Officer, Chief Compliance Officer, And Managing Director | Sep 2022 (4y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $2.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Wolf Capital Fund Iv, L.P. | Private Equity Fund | $1.0B | $5.0M | 70 |
| Blue Wolf Capital Fund V, L.P. | Private Equity Fund | $597M | $5.0M | 28 |
| Blue Wolf Capital Fund V A, L.P. | Private Equity Fund | $445M | $5.0M | 33 |
| Blue Wolf Capital Fund Iii, L.P. | Private Equity Fund | $289M | $5.0M | 46 |
| Bw Rha Co Invest, L.P | Private Equity Fund | $163M | $0 | 6 |
| Bw Rehab Co Invest, L.P | Private Equity Fund | $122M | $0 | 18 |
| Bw Colson Co Invest, L.P | Private Equity Fund | $117M | $0 | 22 |
| Bw Nhhc Co Invest Ii, L.P. | Private Equity Fund | $51.3M | $0 | 18 |
| Blue Wolf Capital Fund V B, L.P. | Private Equity Fund | $16.7M | $0 | 48 |
| Blue Wolf Capital Fund Ii, L.P. | Private Equity Fund | $817K | $5.0M | 19 |
| Bw Empire Co Invest, L.P. | Private Equity Fund | $164K | $0 | 5 |
| Bw Nhhc Co Invest, L.P. | Private Equity Fund | $19.4K | $0 | 19 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Operating Engineers' Local 324 Pension Fund | Joint Board Of Trustees Operating Engineers Local 324 | 8,819 | $1.9B | 05/01/2024 |
| Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A | Con Ind & Laborers Joint Pension Trust Board Of Trustees | 2,950 | $653M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.97 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗