WITT LAKE ASSET MANAGEMENT LLC
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
FINTRXOverview
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
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
1 of 1DREW HOFFMAN
Chief Credit OfficerCRD 1995722
Contacts
3 of 4MATHEW ADAMO
Managing PartnerCRD 5535417
JARED AILSTOCK
Managing PartnerCRD 5360407
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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