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| Keyboard |
| ITS Asset Management LP
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|---|---|
| CRD # | 106977 |
| SEC # | 801-7190 |
| CIK # | 0001645889 |
| AUM | 297.8 M (2026-06-09) |
| Employees | 9 (22% Investors, 11% Brokers) |
| Phone | 203-234-9499 |
| Address | 565 Washington Avenue North Haven, CT 06473 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 92.1 |
| (b) Individuals (high net worth individuals) | 20 | 154.6 |
| (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 | 0 | 10.5 |
| (h) Charitable organizations | 0 | 15.2 |
| (i) State or municipal government entities | 0 | 0.4 |
| (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 | 12 | 25.0 |
| (n) Other | 0 | 0.0 |
| Total | 918 | 297.8 |
| By Discretionary | ||
| Discretionary | 918 | 297.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 918 | 297.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.8 | |
| Total | 918 | 297.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001645889] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Physician Wealth Solutions Inc
✚
|
298.9 M | |
|
Crescent Hill Partners LLC
✚
|
NY | 298.8 M |
|
Avid Wealth Partners LLC
✚
|
TX | 298.5 M |
|
Trend Trade Pro LLC
✚
|
CA | 298.3 M |
|
Marshall Investment Management LLC
✚
|
CO | 298.0 M |
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 297.3 M |
|
Opinicus Capital Inc
✚
|
FL | 297.1 M |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 297.0 M |
|
Matters Capital LLC
✚
|
FL | 296.8 M |
|
USA Financial Securities LLC
✚
|
MI | 296.5 M |