Witt Lake Asset Management LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 335523
- Registered since
- July 16, 2025
- Website
- wittlakeam.com
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Witt Lake Asset Management LLC is an institutional registered investment adviser that focuses on portfolio management for business and institutional clients. The firm is registered with the SEC in 2025 and operates on a percentage-of-assets-under-management fee model. Its ownership is listed as individual and it is classified as an institutional RIA; its client base is institutional and the adviser reports related-affiliate activity with other advisory and sponsor roles. Witt Lake does not position itself as an active ESG investor and is not structured as a multi-state adviser. Its regulatory filings indicate a role beyond pure advisory work: the firm is affiliated with other investment-adviser and sponsor activities and serves as a general partner or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds52%
- Non-Investment Grade Corp Bonds38%
- Private Funds9%
- Other1%
Owners & executives
2 of 2Jennifer Rodriguez
Chief Compliance OfficerCRD 6170843
Drew Hoffman
Chief Credit OfficerCRD 1995722
Contacts
3 of 3Jared Ailstock
Managing PartnerCRD 5360407
Mathew Adamo
Managing PartnerCRD 5535417
James Lundy Jr.
General CounselCRD 8099561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, 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
- Fairfield
- Address
- 750 Washington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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