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| Wright Private Asset Management LLC
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| |
|---|---|
| CRD # | 139570 |
| SEC # | 801-66231 |
| CIK # | 0001378434 |
| AUM | $61.2 MM (2024-03-14) |
| Employees | 18 (39% Investors, 22% Brokers) |
| Phone | 203-783-4400 |
| Address | 2 Corporate Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 10.9 |
| (b) Individuals (high net worth individuals) | 11 | 19.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.7 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 61.2 |
| By Discretionary | ||
| Discretionary | 86 | 58.2 |
| Non-Discretionary | 2 | 3.0 |
| Total | 88 | 61.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.6 | |
| United States Persons | 42.6 | |
| Total | 88 | 61.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001378434] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wright Investors Service Inc
✚
|
CT | 1.3 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
The Winthrop Corporation
✚
|
CT | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Wealthplan FL LLC
✚
|
NY | 0.1 |
|
CWM Partners LLC
✚
|
NY | 0.1 |
|
Vincere Wealth Management LLC
✚
|
IN | 0.1 |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
FNZ Advisers LLC
✚
|
NY | 0.1 |
|
Adams Financial Concepts LLC
✚
|
WA | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Seymour Asset Management LLC
✚
|
NY | 0.1 |