DW
Declan A. Wolfe
ABRA CAPITAL MANAGEMENT, LP
SAN FRANCISCO, CA 94111
Some features on this profile are disabled
CRD#: 6258292
DW
Professional summary
Declan August Alvin Wolfe, who also goes by Declan Alvin Wolfe, is a registered financial advisor currently at ABRA CAPITAL MANAGEMENT, LP located in San Francisco, California.
Declan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Declan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Declan Alvin Wolfe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Entity Name: Mystic Ventures Investment related: No "Address: PO Box 3217, Seattle WA 98114. https://venture.angellist.com/v/back/mystic-ventures-2" Nature of the other business: Medical Position/Title/Relationship: Owner/Partner Start Date: 10/31/2022 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a limited partner with 1.461% ownership in the fund which invests in pre seed and seed stage start ups creating alternative medicine experiences and treatments. My only responsibilities are two remaining capital calls.
CRS (Client Relationship Summary) - RIA
Click below to view Declan August Alvin Wolfe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 1, 2025 - Present
ABRA CAPITAL MANAGEMENT, LP
Office #1: 1160 Battery Street East Suite 100, San Francisco, CA 94111RIA
CRD#: 323353
SAN FRANCISCO, CA
Past
April 26, 2024 - January 13, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
New York, NY
Past
April 1, 2024 - January 13, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
New York, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ABRA CAPITAL MANAGEMENT, LP
ABRA CAPITAL MANAGEMENT, LP
CRD#: 323353 / SEC#: 801-129529
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/1/2025)
IAR
New York(8/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AC
ABRA CAPITAL MANAGEMENT, LP
ABRA CAPITAL MANAGEMENT, LP
CRD#: 323353 / SEC#: 801-129529
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1160 Battery Street East Suite 100, San Francisco, CA 94111
Mailing Address
Phone number
(707) 340-3722
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 700,641,708 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 1/18/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
