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ITS ASSET MANAGEMENT, L.P.
Legal name: ITS ASSET MANAGEMENT LP
CRD 106977File 801-7190
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$297.8M
Below cohort median (national)
Discretionary AUM
$297.8M
Clients
598
918 accounts
Employees
9
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 10, 1971
- Principal office
- 565 WASHINGTON AVENUE, SUITE 7, NORTH HAVEN, CT, 06473
- Phone
- 203-234-9499
- Website
- HTTP://WWW.ITSCONNECT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $297.8M
- Discretionary AUM
- $297.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 918
- Non-discretionary accounts
- 0
- Total accounts
- 918
- AUM per client
- $498K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $25.0M |
| Charitable organizations | Fewer than 5 | $15.2M |
| High net worth individuals | 20 | $154.6M |
| Pension and profit sharing plans | Fewer than 5 | $10.5M |
| State or municipal government entities | Fewer than 5 | $419K |
| Individuals (other than high net worth individuals) | 566 | $92.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 794 | 598 | decreased by196 |
| Apr 1, 2026 | AUM | $282,828,566 | $297,803,611 | increased by$14,975,045 |
| Apr 1, 2026 | Accounts | 1,089 | 918 | decreased by171 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,439 | 794 | decreased by645 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $335,114,693 | $282,828,566 | decreased by$52,286,127 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,544 | 1,089 | decreased by455 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Mar 1, 2022 | Clients | 1,079 | 1,439 | increased by360 |
| Mar 1, 2022 | AUM | $105,483,981 | $335,114,693 | increased by$229,630,712 |
| Mar 1, 2022 | Accounts | 1,080 | 1,544 | increased by464 |
| Dec 1, 2021 | Employees | 5 | 9 | increased by4 |
| Dec 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ITS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ITS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.