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Phraction Management LLC

● SEC registered since 2018CRD 298633SEC# 801-114087Colchester, CT
Export (members)
Reg. AUM
$625.5M
Employees
7
Accounts
130
Location
Colchester, CT

Phraction Management LLC assets under management

Phraction Management LLC is an investment advisory firm registered with the SEC based in Colchester, CT. The firm has been registered since 2018. It reports $625.5 million in regulatory assets under management and employs 7 people.

Phraction Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Christine Brion Wright ControlCooUnder 5%2025
Jason Lee Stollman ControlManager; Chief Investment Officer, Chief Executive OfficerUnder 5%2018
Jeffrey Gilbert Sjovall ControlChief Compliance Officer, Cso, AmlcoUnder 5%2025
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Frequently asked questions

How much does Phraction Management LLC manage?

Phraction Management LLC reports $625.5 million in regulatory assets under management on its Form ADV.

How many employees does Phraction Management LLC have?

Phraction Management LLC reports 7 employees.

Where is Phraction Management LLC located?

Phraction Management LLC is based in Colchester, CT and has been SEC-registered since 2018.

Does Phraction Management LLC disclose fund performance?

Phraction Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address139 S. Main St, Suite 2, Colchester, CT 06415
Phone860-531-9590
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$625.5M▲ 20%
Mar '25 — $521MApr '25 — $521MMay '25 — $521MJun '25 — $521MJul '25 — $521MAug '25 — $521MSep '25 — $521MOct '25 — $521MNov '25 — $521MDec '25 — $521MJan '26 — $521MFeb '26 — $625.5MMar '26 — $625.5MApr '26 — $625.5MMay '26 — $625.5MJun '26 — $625.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$625.5Mregulatory AUM
Discretionary $625.5M