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PHRACTION MANAGEMENT LLC
CRD 298633File 801-114087
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$625.5M
Above cohort median (national)
Discretionary AUM
$625.5M
Clients
73
130 accounts
Employees
7
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 4, 2018
- Principal office
- 139 S. MAIN ST, SUITE 2, COLCHESTER, CT, 06415
- Phone
- 860-531-9590
- Website
- https://www.phraction.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $625.5M
- Discretionary AUM
- $625.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 130
- Non-discretionary accounts
- 0
- Total accounts
- 130
- AUM per client
- $8.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $383.1M |
| High net worth individuals | 50 | $242.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF AUM SUBJECT TO A MINIMUM FEE
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.