SourcingSourcing

WRIGHT PRIVATE ASSET MANAGEMENT LLC

C40
CRD 139570·SEC 801-66231·SHELTON, CT
AUM
$74.1M
$25M-$100M
Est. Revenue
$741K
@ 1% on AUM
Est. EBITDA
$222K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD
139570
SEC file #
801-66231
EIN
—
DBA names
—

Economics

AUM
$74.1M
AUM band
$25M-$100M
AUM trajectory
'20'26
$49.6M → $74.1M▲ +49%
Client mix
Individuals Other20
Individuals High Net Worth16

Operations

Employees (total)
22
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
5 advisors → 9 advisors▲ +80%
Primary office
SHELTON CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
wrightpam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WRIGHT INVESTORS' SERVICE, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WRIGHT INVESTORS' SERVICE, INC.
FLEMING, MICHAEL, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WRIGHTPAM.COM
Rdap Domain Creation Date
2008-10-09T18:52:11Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-09T18:52:11Z
Rdap Domain Last Changed
2026-05-13T22:27:58Z
Rdap Nameservers
Ns-1055.awsdns-03.orgNs-1636.awsdns-12.co.ukNs-5.awsdns-00.comNs-623.awsdns-13.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
KHANDWALA, AMIT, SHARADCHANDRA
IAR · Executive Officer · 2.5%
2794288
MAHESHWARI, MANISH
IAR · Executive Officer · 2.5%
5904328
FLEMING, MICHAEL, J
Executive Officer · 2.5%
6890332
Matthew H Tepoorten
IAR
4161780
CHRIS DAVID LANDRY
IAR
3074656