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Single Family Office

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Wolter

Wolter is an SEC-registered investment adviser in Livonia, MI. It manages approximately $53 million in regulatory assets. The firm has 3 employees and 2...

Overview

Wolter is an SEC-registered investment adviser in Livonia, MI. It manages approximately $53 million in regulatory assets. The firm has 3 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Livonia

Corporate office

Brookfield, WI, United States

Principals

Otto B. Wolter

Principal

Sector focus

Industrial TechReal EstateManufacturing

Frequently asked questions

Who runs investment decisions at Wolter?

Investment decisions are made by Otto B. Wolter, the principal and second-generation leader of the Wolter Group. He oversees both the operating businesses and the family's reinvestment activity from the Brookfield, Wisconsin office. There is no publicly named CIO or separate investment committee structure.

What investment stages and structures does Wolter typically pursue?

Wolter does not publicly disclose a stage-based framework. Known activity centers on direct acquisitions of industrial facilities, commercial real estate, and manufacturing businesses that sit adjacent to the Wolter Group's existing distribution and service operations. Fund commitments and venture-stage investing are not evident.

Does Wolter participate in fund commitments or only direct deals?

Observable activity points almost exclusively to direct investments—primarily real estate and operating company acquisitions. There is no public record of Wolter acting as a limited partner in private equity or venture capital funds.

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