Its Asset Management, L.p.
Its Asset Management, L.p. is an SEC-registered mass-market adviser in North Haven, CT with $297.8M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Its Asset Management, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106977, SEC 801-7190, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $297.8M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Location
- North Haven, CT
- Employees
- 9
- Clients
- 598
- CRD
- 106977
- Ownership
- ERDNER ENTERPRISES, INC.; JEFFERS, GARY, THOMAS; ERDNER, JON, WILLIAM; WOODARD, KEVIN, SEAN; WADSWORTH FAMILY, LLC
How much AUM does Its Asset Management, L.p. have?
Its Asset Management, L.p. reported $297.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Its Asset Management, L.p.?
Disclosed owners and executives of Its Asset Management, L.p. include ERDNER ENTERPRISES, INC., JEFFERS, GARY, THOMAS, ERDNER, JON, WILLIAM, WOODARD, KEVIN, SEAN, WADSWORTH FAMILY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.