Investment adviser · CRD 298633
PHRACTION MANAGEMENT LLC
Investment adviser filing (IA)
COLCHESTER, CT, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $626M Form ADV · Item 5.F
- Client accounts
- 130 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 23 | $383,105,311 | 61.2% |
| High-net-worth individuals | 50 | $242,429,731 | 38.8% |
Filing source
Form ADV 2132062 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
139 S. MAIN ST, SUITE 2COLCHESTER, CT, 06415, United States
CRD 298633
Filing source
Form ADV 2132062 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.