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| Wright Private Asset Management LLC
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| CRD # | 139570 |
| SEC # | 801-66231 |
| CIK # | 0001378434 |
| AUM | $62.4 M (2025-06-02) |
| Employees | 22 (36% Investors, 18% Brokers) |
| Phone | 203-783-4400 |
| Address | 2 Corporate Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 0.7 | ||
| Pfizer Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.6 | ||
| AT&T Inc | 0.6 | ||
| International Business Machines Corp | 0.5 | ||
| US Bancorp de | 0.4 | ||
| Verizon Communications Inc | 0.4 | ||
| Honeywell International Inc | 0.4 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 7.4 |
| (b) Individuals (high net worth individuals) | 13 | 20.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 81 | 62.4 |
| By Discretionary | ||
| Discretionary | 81 | 62.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 81 | 62.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.4 | |
| United States Persons | 45.0 | |
| Total | 81 | 62.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001378434] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wright Investors Service Inc
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|
CT | 1.2 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
The Winthrop Corporation
✚
|
CT | 0.0 |
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|---|---|---|
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
Investment Research Corp
✚
|
CO | 0.1 |
|
Oelschlager Investments LLC
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|
OH | 0.1 |
|
Stewardship Partners Investment Counsel Inc
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|
0.1 | |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Wealthfd LLC
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|
PA | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Steward Advisors Group LLC
✚
|
NY | 0.1 |
|
Philadelphia Partners Capital Management LLC
✚
|
PA | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |