WITT LAKE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.1B
Discretionary
$0
0% of AUM
Avg account
$1.1B
Accounts
1
Employees
2
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
335523
Registered since
July 16, 2025
Fee structure
Percentage of AUM
Client types
  • Insurance Companies100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Witt Lake Asset Management LLC is an SEC-registered investment adviser that provides portfolio management services to institutional clients. The firm is organized as an LLC with an individual owner and operates with a percentage-of-AUM fee model. Its regulatory snapshot indicates relationships with related advisers and involvement as an adviser/sponsor and general partner or managing member of pooled investment vehicles. Witt Lake does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Investment Grade Corp Bonds 52%, Non-Investment Grade Corp Bonds 38%, Private Funds 9%, Other 1%52%
  • Investment Grade Corp Bonds52%
  • Non-Investment Grade Corp Bonds38%
  • Private Funds9%
  • Other1%

Owners & executives

1 of 1
  • DREW HOFFMAN

    Chief Credit OfficerCRD 1995722

Contacts

3 of 4
  • MATHEW ADAMO

    Managing PartnerCRD 5535417

  • JARED AILSTOCK

    Managing PartnerCRD 5360407

  • JAMES LUNDY JR.

    General CounselCRD 8099561

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth