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Wise Equity

Wise Equity acquires controlling stakes in established, profitable businesses, from Milan, Italy.

Disclosed holdings49
Earliest stated investment2024
HeadquartersMilan, Italy
Stated fund size950 million EUR

Stated investment criteria

What Wise Equity says it buys

Read from Wise Equity’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

People listed on its team page201

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Wise Equity to consider any particular business, and nothing on this page is represented as being for sale.

Regulatory record

How Wise Equity is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusExempt reporting adviser
Regulatory assets under managementNot reported by an ERA
Private funds advised3 · $1.0bn gross
SEC adviser numberCRD 283977

An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.

Portfolio

Disclosed holdings

Companies Wise Equity lists on its own website. 4 carry a stated investment year. 1 has a recorded transaction against it in the deal archive.

CompanyInvestedYears heldRecorded transaction
Corob20242$293m 2024
Marullo20251
FAS20260
Union-Capita20260
Absolute Yachts
Alpitour
Arbitrator of Financial Disputes
Biolchim
BoglioliMilano
Colcom Group
Controls Group
Credits
Eidosmedia
Eurodifarm
FHP Group
Germani Trasporti
Greenexta
Gruppo Tecniche Nuove
Imprima
Innovery
Kiian Digital
NTC Pharma
Onetag
Pierrelgroup
Pitagora S.p.A
Primat Curtis
Ribipack
SelleRoyalGroup
Special Flanges
TRIME
Tapì Group
Tatuus
Union Binding Company
Util Group
Vittoria
Waycap Spa
alephteam.com
almac-italia.com
cantieredelpardo.com
casadellapiadacrm.com
fimoworld.com
isybank.com
lottomaticaitalia.it
marullospa.it
mepgroup.com
openjobmetis.it
seling.it
spii.eu
stroilioro.com

Compiled from Wise Equity’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

Recorded transactions

Buying and selling

Deals in which Wise Equity is named as buyer or seller in the transaction archive. 2 recorded exits, most recently in 2024.

CompanySideCounterpartyYearConsideration
CorobSoldGraco2024$293m
Banca 5 SpASoldIntesa Sanpaolo S.p.A2016$172m

Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.

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