Wilton Asset Management LLC (Boston)

Wilton Asset Management LLC is an adviser based in Boston. It manages $90.63 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Wilton Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilton Asset Management: assets under management

The assets under management (AUM) of Wilton Asset Management LLC is $90.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.63 million each.

Wilton Asset Management has custody of $79.63 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilton Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilton Asset Management LLC

Carmen John Gigliotti has been acting as President since 1 Mar 2000. Stephen Hathaway Marshall joined the executive team most recently as the Director & Investment Committee Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dupont Capital Management Corporation	Shareholder	1 Mar 2000	50% - 75%	51-0312062
Inc. State Street Global Advisors	Shareholder	1 Mar 2000	50% - 75%	06-1313175
Carmen John Gigliotti	President	1 Mar 2000	Other	4373721
Stephen Scott Gregory	Vice president	1 Mar 2000	Other	1017887
Joseph Lyons	Treasurer	1 Mar 2000	Other	2652315
John Richard Wolak	Secretary	1 Mar 2000	Other	4373743
Mitchell H. Shames	Director	1 Mar 2000	Other	4340477
Edward James Bassett	Director	1 Mar 2000	Other	4349413
Thomas David Croft	Director	1 Mar 2000	Other	4351491
John Snow	Director	1 Mar 2000	Other	2601101
Joseph Michael Lyons	Treasurer	1 Mar 2000	Other	2652315
Mitchell Harrison Shames	Director	1 Mar 2000	Other	4340477
John Richard Snow	Director	1 Mar 2000	Other	2601101
Holly Ann Lissner	Secretary	1 Oct 2002	Other	2764939
Daniel Michael Cahill	Vice president	1 Oct 2002	Other	3158832
Glen Michael Holland	Director	1 Oct 2003	Other	1415213
John P. Jessup	Director	1 Oct 2003	Other	4646068
John Patrick Jessup	Director	1 Oct 2003	Other	4646068
John C. Stelley	Chief compliance officer	1 Feb 2004	Other	4058404
Valerie Jean Sill	Director	1 Jun 2004	Other	4788445
Rafi Uz Zaman	Investment committee member	1 Jun 2004	Other	4818068
Peter A Ambrosini	Chief compliance officer	1 Sep 2005	Other	4369672
Ming B Wong	Chief compliance officer	1 Jul 2007	Other	2338218
Randall James Carrigan	Director	1 Mar 2008	Other	3063179
Tracy A Atkinson	Chief compliance officer	1 May 2008	Other	5573959
Daryl B Brown	Secretary	1 May 2008	Other	5598164
Jacqueline M Angell	Director	1 Oct 2008	Other	5606776
Shawn C.D. Johnson	Director	1 Nov 2008	Other	5610318
Karen Muzi	Treasurer	1 Nov 2008	Other	5622090
Shawn C.D. (Mi Only) Johnson	Director and investment committee member	1 Nov 2008	Other	5610318
Cuan F.H. Coulter	Chief compliance officer	1 Apr 2009	Other	5660122
Michael P Fay	Chief compliance officer	1 May 2011	Other	5413844
Alyssa A Albertelli	Chief compliance officer	1 Jun 2012	Other	6091317
Stephen Hathaway Marshall	Director & investment committee member	1 Nov 2012	Other	2723358
Christopher Joseph Waters	Investment committee member	1 Nov 2012	Other	6145913

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
State Street Corporation	Owner	1 Jun 1990	75% - 100%	04-2456637
Inc. E.I. Du Pont Nemours & Co	Owner	1 Aug 1993	75% - 100%	51-0014090

Based in Boston

The principal office where Wilton Asset Management LLC performs its advisory services is located at C/O State Street Global Advisors Attn: Albertelli, Boston, MA 02111 2900, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, DE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-786-3000 or by fax 617-664-0481. The normal business hours are 8:30 - 5:00 on Monday - Friday.