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Building 2ITS ASSET MANAGEMENT, L.P.

Map pinNORTH HAVEN, CT
Phone203-234-9499
NotebookSEC #801-7190
Total AUM
$297.8M
Employees
9
Clients
601

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 WASHINGTON AVENUE
SUITE 7
NORTH HAVEN
CT 06473
United States
Operating Hours
8:30 AM TO 5:30 PM
HOURS MAY VARY. IN-PERSON MEETINGS BY APPOINTMENT
Phone
203-234-9499
Other Offices
2

ReceiptFinancials

Total AUM
$297.8M
Accounts
918
Discretionary
$297.8M
Accounts
918
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
566
AUM
$92.1M
HNW Individual Clients
20
AUM
$154.6M
Pension/Profit Sharing Plan Clients
1
AUM
$10.5M
Charitable Organization Clients
1
AUM
$15.2M
Government Entity Clients
1
AUM
$419.4K
Corporation or Business Clients
12
AUM
$25M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINKYLAMAMDMEMIMNMONCNENJNMNVNYOHPATNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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