Witt Lake Asset Management Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 335523
· SEC file 801-132976
· Stamford, CT
· wittlakeam.com
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ADV data as of Jun 02, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $0
- Clients
- 5
- Avg AUM / client
- $224M
- Accounts
- 1
- Employees
- 2
AUM over time
$1.1B
$1.1B
May 12, 2025
Jun 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 5 | $1.1B | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗