WRIGHT PRIVATE ASSET MANAGEMENT LLC
Latest filing: Dec 03, 2024 (137 days ago)
AUM
$61,217,028
0% change vs. 1 year ago
8% change vs. 3 years ago
5% change vs. 5 years ago
10% change vs. 10 years ago
Employee Count
18
0% change vs. 1 year ago
-10% change vs. 3 years ago
-14% change vs. 5 years ago
1700% change vs. 10 years ago
Main Office
SHELTON, CT
2 CORPORATE DRIVE, SHELTON, CT, UNITED STATES, 06484
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 28 | $0.0 |
| Average Individual AUM | $390,844 | |
| HNW | 11 | $0.0 |
| Average HNW AUM | $1,733,885 | |
| Retail Total | 39 | $0.0 |
| Average Retail AUM | $769,651 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 45% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 26% | $0.0 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 20% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WRIGHT INVESTORS SERVICE INC | $1.3 | 106302 | |
| THE WINTHROP CORPORATION | $0.0 | 105273 | |
| WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 13645 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.1 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 0% | 18 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 24% | 17 | 1 | 6% |
| 2022-04-01 | $0.1 | $0.0 | 8% | 20 | -2 | -10% |
| 2021-04-05 | $0.1 | $0.0 | 15% | 18 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.0 | 5% | 21 | -3 | -14% |
| 2019-04-01 | $0.0 | $0.0 | 23% | 22 | -4 | -18% |
| 2018-04-02 | $0.0 | $0.0 | 25% | 23 | -5 | -22% |
| 2017-04-01 | $0.0 | $0.0 | 35% | 24 | -6 | -25% |
| 2016-04-01 | $0.0 | $0.0 | 25% | 1 | 17 | 1700% |
| 2015-04-01 | $0.1 | $0.0 | 10% | 1 | 17 | 1700% |
| 2014-04-01 | $0.1 | $0.0 | -43% | 1 | 17 | 1700% |
| 2013-04-01 | $0.1 | $0.0 | -36% | 1 | 17 | 1700% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, AK-12/08/2022, CT-02/15/2006, FL-06/15/2006 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV