Wright Private Asset Management Llc
- Regulatory AUM
- $74.1M
- Discretionary
- $71.8M
- Clients
- 36
- Avg AUM / client
- $2.1M
- Accounts
- 74
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $7.7M | 10.4% |
| High net worth individuals | 16 | $27.7M | 37.3% |
| Charitable organizations | Fewer than 5 clients | $13.8M | 18.6% |
| Corporations and other businesses | Fewer than 5 clients | $24.9M | 33.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amit Sharadchandra Khandwala | Chairman, Ceo And Cio | Apr 2014 (12y) | ≈ 31.64% – 100% via Khandwala Capital Management, Inc. | |
| Van Daalen, Mello, Anthony Ewoud | President And Cio Of Global Fixed Income | Jul 2018 (8y) | Less than 5% | |
| Fleming, Michael, J | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Manish Maheshwari | Registered representative | CFA | Nov 2025 (1y) | |
| Matthew H Tepoorten | Registered representative | Dec 2025 (1y) | ||
| Chris David Landry | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wright Investors' Service, Inc. | Member | Jan 2006 | A | 75% or more |
| The Winthrop Corporation | Shareholder | Jan 1996 | B | ≈ 56.25% – 100% via Wright Investors' Service, Inc. |
| Khandwala Capital Management, Inc. | Shareholder | Jul 2018 | B | ≈ 42.19% – 100% via The Winthrop Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Amit Sharadchandra Khandwala: 75% – 100% of Khandwala Capital Management, Inc. × 75% – 100% of The Winthrop Corporation × 75% – 100% of Wright Investors' Service, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- The Winthrop Corporation: 75% – 100% of Wright Investors' Service, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Khandwala Capital Management, Inc.: 75% – 100% of The Winthrop Corporation × 75% – 100% of Wright Investors' Service, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $47.2M (64% of AUM) May 2026
- Interactive Brokers $11.7M (16% of AUM) May 2026
- Fnz Trust Company $10.9M (15% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗