|
⚲
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| ITS Asset Management LP
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|
|---|---|
| CRD # | 106977 |
| SEC # | 801-7190 |
| CIK # | |
| AUM | $269.4 MM (2024-03-31) |
| Employees | 9 (22% Investors, 11% Brokers) |
| Phone | 724-745-2300 |
| Address | 1720 Washington Rd Washington, PA 15301-8919 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 952 | 114.8 |
| (b) Individuals (high net worth individuals) | 69 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.5 |
| (h) Charitable organizations | 1 | 12.0 |
| (i) State or municipal government entities | 1 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 38.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,491 | 285.8 |
| By Discretionary | ||
| Discretionary | 1,491 | 285.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,491 | 285.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.8 | |
| Total | 1,491 | 285.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Birch Run Investments LLC
✚
|
PA | 0.3 |
|
Kerberos Capital Management LLC
✚
|
IL | 0.3 |
|
Pacific Wealth Management LLC
✚
|
CA | 0.3 |
|
Blossom Wealth Management LLC
✚
|
CA | 0.3 |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 0.3 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.3 |
|
Access Financial Group Inc
✚
|
IL | 0.3 |
|
Gebhardt Group Inc
✚
|
CA | 0.3 |
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Fields Gottscho Capital Management LLC
✚
|
NY | 0.3 |