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WITT LAKE ASSET MANAGEMENT LLC
CRD 335523File 801-132976
APPROVED
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.12B
Clients
5
1 accounts
Employees
2
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 16, 2025
- Principal office
- 750 WASHINGTON BOULEVARD, SUITE 600, STAMFORD, CT, 06901
- Phone
- 203-487-8200
- Website
- https://wittlakeam.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.12B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $224.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $1.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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 11- Q11
- Q11E2
- Q11E4
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.