IA
ITS ASSET MANAGEMENT, L.P.
SEC RegisteredNORTH HAVEN, CThttps://ptsmanagement.com203-234-9499
Assets Under Management
$100M–$500M
Employees
9
Office Locations
2 offices
Total Accounts
918
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 566 | $92M |
| High Net Worth Individuals | 20 | $155M |
0 total clients reported on Form ADV.
Leadership
Jon William Erdner
AGENT FOR GENERAL PARTNER
Michael Ryan Schofield
MANAGING DIRECTOR
Office locations
2 offices in 1 state
CT
NORTH HAVENHQ
CT
NORTH HAVEN
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#106977
SEC Number
801-7190
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $50,000
| Asset tier | Annual rate |
|---|---|
| Dynamic, Global Premier | 2.00% |
| IP | 1.00% |
| Non-Platform $50,000–$250,000 | 2.25% |
| Non-Platform $250,001–$500,000 | 2.00% |
| Non-Platform $500,001–$1,000,000 | 1.75% |
| Non-Platform $1,000,001 and over | 0.00% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
ptsmanagement.comPhone
203-234-9499Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ITS ASSET MANAGEMENT, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.