$297.8M Total AUM
$297.8M Disc. AUM
-3.4% 3Y CAGR
9 Employees
598 ADV. Clients
55 yrs Firm Age
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- Custodian
- Axos · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-1971
- Office Locations
- 2
Office Locations
1720 Washington RD STE 101 Washington PA
565 Washington Avenue Suite 7 North Haven CT
About ITS Asset Management, L.p.
ITS Asset Management is an asset manager serving retail and institutional investors with managed investment strategies built around a “different approach” to diversification. The firm emphasizes active risk management and seeks lower correlation and differentiated sequence of returns for long-term portfolios, backed by decades of experience.
Team overview
-- AVG AGE
$148.9M AVG AUM / ADVISOR
$498.0K AVG AUM / CLIENT
12.8 yrs AVG TENURE
9 Employees
2 Advisory Reps
2 RIA Reps
55yrs Firm Age
Insights
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Asset Classes
Element Momentum Matrix Signal capital
Custodian
Vital matrix
Investment Themes
Capital optima Focus Crest summit Beacon
Investment Vehicles
Ember Timber
Platform
Ridge vital
Services
Signal Momentum Ridge unison Pioneer Atlas Prime
Owner & Executives
Lonny Scott Elfenbein
Chief Compliance Officer
- CRD
- #2937038
- Ownership
- Less than 5%
(805) 237-6728
delta.frontier@timbercapital.com
in linkedin.com/in/timber-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
J
JON WILLIAM ERDNER
--
- CRD
- #847344
(533) 609-5048
vital.eagle@beaconcapital.com
in linkedin.com/in/catalyst-atlas
W
WILLIAM FREDERICK WADSWORTH JR
--
- CRD
- #1987068
(213) 343-3684
harbor.meridian@pathwaycapital.com
in linkedin.com/in/wave-value
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,803,611 | $324,405 |
| Non-Discretionary | $0 | -- |
| Total | $297,803,611 | $324,405 |
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Separately Managed Accounts
Total SMA Asset: $297,803,611
Public Funds:
79.5% Other:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,381,522,059 | 79.5% |
| Other | $614,103,173 | 20.5% |
| Total | $2,995,625,232 | 100.0% |