ITS Asset Management, L.P.

RIASEC RegisteredEst. 1971
Total AUM
$298M
Discretionary
$298M
100% of AUM
Avg account
$324K
Accounts
918
Employees
9
Advisory reps
3

Firm details

Headquarters
North Haven, Connecticut
CRD number
106977
Registered since
February 10, 1971
Website
www.itsassetmanagement.com
Custodians
AXOS CLEARING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI51.9%
  • Individuals30.93%
  • Corporations / Businesses8.4%
  • Charitable Organizations5.09%
  • Pension & Profit Sharing Plans3.53%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ITS Asset Management, L.P. is a limited partnership registered with the SEC since 1971 that provides fee-based portfolio management to both individual and institutional clients. The firm focuses on discretionary management, serving individuals and families as well as small businesses and larger institutions. Its stated advisory activity centers on managing portfolios rather than specialist services such as pension consulting or ESG-focused mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Other 11%89%
  • Public Funds/Mutual Funds89%
  • Other11%

Owners & executives

1 of 1
  • Lonny Elfenbein

    Lonny Elfenbein

    Chief Compliance OfficerCRD 2937038

Contacts

2 of 2

  • Jon Erdner

    Financial AdvisorCRD 847344

  • William Wadsworth

    William Wadsworth

    ManagerCRD 1987068

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

North Haven, CT

New Haven

Location

North Haven, CT

Headquartered in North Haven, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New Haven
Address
565 Washington Ave
Time zone
ET (UTC-5)
Office locations

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