SourcingSourcing

WITT LAKE ASSET MANAGEMENT LLC

C39
CRD 335523·SEC 801-132976·STAMFORD, CT
AUM
$1.12B
$1B+
Est. Revenue
$11.2M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$26.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WITT LAKE ASSET MANAGEMENT LLC
CRD
335523
SEC file #
801-132976
EIN
—
DBA names
—

Economics

AUM
$1.12B
AUM band
$1B+
AUM trajectory
'25'26
$1.11B → $1.12B▲ +1%
Client mix
Insurance Companies5

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
wittlakeam.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADAMO, MATHEW, FREDERICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
ADAMO, MATHEW, FREDERICK
AILSTOCK, JARED, EVAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WITTLAKEAM.COM
Rdap Domain Creation Date
2025-02-28T21:05:10Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3856
Soi Zip Pct 200k Plus
0.1469
Soi Zip Returns 200k Plus
880
Soi Zip Total AGI
962,610
Fdic Zip Total Deposits
47,001,587,000
Fdic Zip Branch Count
332
Fdic Zip Top Banks
Wachovia Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Fleet Bank, National AssociationStamford, CT
First County BankStamford, CT
Fdic Zip HHI
736.79
Fdic Zip Top Bank Share Pct
14.54
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-28T21:05:10Z
Rdap Domain Last Changed
2025-03-04T15:48:03Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI10,877
Returns910
Stub 2
AGI36,123
Returns960
Stub 3
AGI59,576
Returns950
Soi Zip Total Business Income
27,222
Soi Zip Total Cap Gains
110,447
Soi Zip Total Dividends
17,824
Soi Zip Total Returns
5,990
Top Owner CRD
5535417
Trust Company Affiliate
No

People (5)

5
ADAMO, MATHEW, FREDERICK
Direct Owner · 62.5%
5535417
JARED EVAN AILSTOCK
Direct Owner · 62.5%
5360407
HOFFMAN, DREW, DOUGLAS
Executive Officer · 2.5%
1995722
LUNDY JR., JAMES, WILLIAM
Executive Officer · 2.5%
8099561
SHARMA, VIKAS, (NMN)
Executive Officer · 2.5%
7069315