| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon William Erdner Control | Cio | Under 5% | 1976 |
| Lonny Scott Elfenbein | Chief Compliance Officer | Under 5% | 2023 |
| Wadsworth Family, LLC Control | Owner And Limited Partner | Over 75% | 2020 |
Its Asset Management LP reports $282.8 million in regulatory assets under management on its Form ADV.
Its Asset Management LP reports 8 employees.
Its Asset Management LP is based in North Haven, CT and has been SEC-registered since 1971.
Its Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 565 Washington Avenue, Suite 7, North Haven, CT 06473 |
| Phone | 203-234-9499 |
| Fax | 203-234-9550 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1645889 |
| Discloses disciplinary history | No |
| Discretionary | $282.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $282.8M |