Data / Investment advisers / Connecticut / Witt Lake Asset Management LLC
Witt Lake Asset Management LLC, Stamford, CT: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Witt Lake Asset Management LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $1.1 billion in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include insurance companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 335523
- SEC file number
- 801-132976
- SEC status
- Approved, effective July 16, 2025
- Main office
- 750 Washington Boulevard Suite 600, Stamford, CT 06901
- Phone
- (203) 487-8200
- Website
- wittlakeam.com
- Regulatory AUM
- $1,120,391,927 in the Form ADV filed June 2, 2026
- Non discretionary AUM
- $1,120,391,927
- Accounts
- 1
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $1.12 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.12 billion | March 26, 2026 |
| December 1, 2025 | $1.11 billion | June 12, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lykos Global Management, LP | Stamford | $1.38 billion | 2 | adviserinfo.sec.gov |
| Oakridge Management Group LLC | Stamford | $1.37 billion | 8 | adviserinfo.sec.gov |
| Chilton Investment Company, Inc. | Stamford | $1.32 billion | 3 | adviserinfo.sec.gov |
| Ge Vernova Investment Advisers, LLC | Stamford | $1.24 billion | Not listed | adviserinfo.sec.gov |
| Gainline Capital Partners LP | Stamford | $1.19 billion | 2 | adviserinfo.sec.gov |
| Sovereign Financial Group, Inc. | Stamford | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Forester Capital, L.L.C. | Stamford | $1.07 billion | 12 | adviserinfo.sec.gov |
| Talson Capital Management L.P. | Stamford | $1.06 billion | 22 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Witt Lake Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.