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WITT LAKE ASSET MANAGEMENT LLC
CRD 335523File 801-132976
APPROVED
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $1,114,364,950 | $1,120,391,927 | increased by$6,026,977 |
| Apr 1, 2026 | Accounts | 5 | 1 | decreased by4 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WITT LAKE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WITT LAKE” 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.