Witt Lake Asset Management LLC

RIASEC Registered
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 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

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

2 of 2
  • Jennifer Rodriguez

    Chief Compliance OfficerCRD 6170843

  • Drew Hoffman

    Chief Credit OfficerCRD 1995722

Contacts

3 of 3
  • Jared Ailstock

    Managing PartnerCRD 5360407

  • Mathew Adamo

    Managing PartnerCRD 5535417

  • James Lundy Jr.

    General CounselCRD 8099561

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