Phraction Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colchester, CT. Its latest Form ADV filing, dated March 3, 2026, reports $626M in regulatory assets under management, 7 employees, and 130 accounts.
Assets Under Management
$626M
Employees
7
Offices
--
Total Clients
73
Primary office
COLCHESTER, CT
139 S. MAIN ST, SUITE 2, COLCHESTER, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.5% of total clients.
Top client categories% of clientsClients
1
HNWI
68.5%
50
2
Corporations
31.5%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$626Mas of March 3, 2026
Discretionary100.0%
$626M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$626M
Total Accounts130
10Y AUM Change+$626M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee10:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.