ITS ASSET MANAGEMENT, L.P.
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
FINTRXOverview
ITS Asset Management, L.P. is a privately held limited partnership that has been SEC-registered since 1971 and provides discretionary portfolio management for individuals, small businesses, and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on managing client portfolios rather than operating as a third‑party capital allocator. ITS does not identify as an active ESG investor and reports advisory activity across both individual and business/institutional mandates.
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
- Public Funds/Mutual Funds89%
- Other11%
Owners & executives
1 of 1Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
2 of 2JON ERDNER
Financial AdvisorCRD 847344
WILLIAM WADSWORTH
ManagerCRD 1987068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
MORRISSEY WEALTH MANAGEMENT LLC
RIANORTH HAVEN, CT
OPEN CIRCLE WEALTH PARTNERS
RIANORTH HAVEN, CT
INNOVATIVE ASSET ADVISORS GROUP
RIASHELTON, CT
SARISSA CAPITAL MANAGEMENT LP
RIAGREENWICH, CT
GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP
RIAGREENWICH, CT
TRIVENI CAPITAL INVESTMENTS LP
RIASTAMFORD, CT