WITT LAKE Asset Management LLC
SEC RegisteredEst. 2025, Witt Lake offers its clients a differentiated investment strategy across asset-based finance.
About the firm
Witt Lake is an investment advisory firm established in 2025 that offers a differentiated investment strategy across asset-based finance, with capabilities spanning origination, structuring and underwriting, and portfolio management of private credit assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Witt Lake provides origination of private credit assets in alternative/esoteric and conventional structured products, structuring and underwriting of private investments to unlock greater yields through liquidity premiums and optimized structures, and active portfolio management to meet risk-adjusted return and capital efficiency targets.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 5 | — |
| Corporations | 0 | $0 |
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WITT LAKE Asset Management LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched