WRIGHT PRIVATE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- SHELTON, Connecticut
- CRD number
- 139570
- Registered since
- February 15, 2006
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FNZ TRUST COMPANY, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI37.34%
- Corporations / Businesses33.61%
- Charitable Organizations18.6%
- Individuals10.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Wright Private Asset Management LLC is an SEC-registered investment adviser formed as an LLC in 2006 that serves primarily individual and family clients. The firm identifies itself as a capital allocator and provides discretionary portfolio management for individuals, small businesses and institutional/business clients, and it also performs manager selection for third-party advisers. Ownership is domestic/individual and the firm charges clients via a mix of percentage-of-AUM and fixed fees. Wright is not positioned as an ESG-focused adviser and does not describe itself as a multi-state adviser; it is listed as having a related adviser relationship.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds18%
- US Government Bonds14%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 3MICHAEL FLEMING
CIO, Executive DirectorCRD 6890332
MANISH MAHESHWARI
President & Co-Chief Investment OfficerCRD 5904328
AMIT KHANDWALA
Chief Executive Officer & Chief Investment OfficerCRD 2794288
Contacts
2 of 2CHRIS LANDRY
President, CCOCRD 3074656
Matthew Tepoorten
Investment Advisor RepresentativeCRD 4161780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELTON, CT
FAIRFIELD
Location
SHELTON, CT
Headquartered in SHELTON, 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
- 2 Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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