Its Asset Management LP
● SEC registered since 1971CRD 106977SEC# 801-7190North Haven, CT
Reg. AUM
$297.8M
Employees
9
Accounts
918
Location
North Haven, CT
Its Asset Management LP assets under management
Its Asset Management LP is an investment advisory firm registered with the SEC based in North Haven, CT. The firm has been registered since 1971. It reports $297.8 million in regulatory assets under management and employs 9 people.
Its Asset Management LP owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lonny Scott Elfenbein | Chief Compliance Officer | Under 5% | 2023 |
| Wadsworth Family, LLC Control | Owner And Limited Partner | Over 75% | 2020 |
| Wadsworth Financial Group Inc. Control | General Partner | Under 5% | 2022 |
Frequently asked questions
How much does Its Asset Management LP manage?
Its Asset Management LP reports $297.8 million in regulatory assets under management on its Form ADV.
How many employees does Its Asset Management LP have?
Its Asset Management LP reports 9 employees.
Where is Its Asset Management LP located?
Its Asset Management LP is based in North Haven, CT and has been SEC-registered since 1971.
Does Its Asset Management LP disclose fund performance?
Its Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 565 Washington Avenue, Suite 7, North Haven, CT 06473 |
| Phone | 203-234-9499 |
| Fax | 203-234-9550 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1645889 |
| Discloses disciplinary history | No |
Regulatory AUM
$297.8M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$297.8Mregulatory AUM
Discretionary $297.8M