Overview
Assets Under Management: $298 million
Headquarters: NORTH HAVEN, CT
High-Net-Worth Clients: 20
Average Client Assets: $7.7 million
Frequently Asked Questions
ITS ASSET MANAGEMENT, L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106977), ITS ASSET MANAGEMENT, L.P. is subject to fiduciary duty under federal law.
ITS ASSET MANAGEMENT, L.P. is headquartered in NORTH HAVEN, CT.
ITS ASSET MANAGEMENT, L.P. serves 20 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, ITS ASSET MANAGEMENT, L.P. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ITS ASSET MANAGEMENT, L.P. manages $298 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, ITS ASSET MANAGEMENT, L.P. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.90%
Average Client Assets: $7.7 million
Total Client Accounts: 918
Discretionary Accounts: 918
Regulatory Filings
CRD Number: 106977
Filing ID: 2067170
Last Filing Date: 2026-03-17 11:33:23