Witt Lake Asset Management LLC

Overview

Witt Lake Asset Management LLC is an SEC-registered institutional RIA organized as an LLC that positions itself as a portfolio manager for business and institutional clients. The firm charges a percentage-of-AUM advisory fee and targets institutional mandates rather than retail households. It is categorized as a related adviser and is involved in sponsoring and managing pooled investment vehicles; it is not described as a capital allocator in the sense of a fund-of-funds manager. Witt Lake does not report being an active ESG investor and is not wide-ranging as a multistate adviser or pension consultant.

Assets & Accounts

Investments & Alternatives