WRIGHT INVESTORS SERVICE INC
Adviser information for WRIGHT INVESTORS SERVICE INC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Connecticut, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 376 | $748.9M |
| Non-Discretionary | 871 | $543.6M |
| Total | 1,247 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 57 | $31.2M |
| HNW Individuals | 21 | $49.4M |
| Banking or thrift institutions | 18 | $713.2M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 13 | $326.9M |
| Charitable organizations | <5 | $39.1M |
| State or municipal gov entities | 6 | $79.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $12.7M |
| Other | <5 | $40.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSubscription feesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 106.9M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| LTAM INVESTMENT CONSULTING SERVICES (ICS) | LADENBURG THALMANN ASSET MANAGEMENT INC |
| LOCKWOOD MANAGED ACCOUNT COMMAND PLATFORM | BNY MELLON ADVISORS, INC. |
Principal Office
2 CORPORATE DRIVESUITE 770
SHELTON
CT
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 203-783-4400, Fax: 203-783-4401
Chief Compliance Officer
MICHAEL FLEMING
2 CORPORATE DRIVE
SUITE 770
SHELTON
CT
United States
Tel:
(203) 783-4303
Fax:
203-783-4401
M*******@*******M
(Full email address available in API data)
Regulatory Contact
AMIT S. KHANDWALA
CHAIRMAN, CEO & CIO
2 CORPORATE DRIVE
SUITE 770
SHELTON
CT
United States
Tel:
203-783-4350
Fax:
203-783-4401
A*********@*******M
(Full email address available in API data)
Industry Affiliates
| THE WINTHROP CORPORATION | Other investment adviser, including financial planners |
| WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| WRIGHT PRIVATE ASSET MANAGEMENT LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FLEMING, MICHAEL, J | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2018 | < 5% |
| THE WINTHROP CORPORATION | Domestic Entity | – | SOLE SHAREHOLDER | 01/1996 | > 75% |
| KHANDWALA, AMIT, SHARADCHANDRA | Individual | – | CHAIRMAN, CEO AND CIO | 07/2018 | < 5% |
| VAN DAALEN, MELLO, ANTHONY EWOUD | Individual | – | PRESIDENT AND CIO OF GLOBAL FIXED INCOME | 07/2018 | < 5% |
| KHANDWALA CAPITAL MANAGEMENT, INC. | Domestic Entity | THE WINTHROP CORPORATION | SHAREHOLDER | 07/2018 | > 75% |
| KHANDWALA, AMIT, SHARADCHANDRA | Individual | KHANDWALA CAPITAL MANAGEMENT, INC. | SHAREHOLDER | 07/2018 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 175K | 2K | – |
| 3M CO | COM | 751K | 7K | Atalanta Sosnoff Capital, LLC |
| ABBOTT LABS | COM | 143K | 1K | – |
| ABBOTT LABS | COM | 612K | 6K | Atalanta Sosnoff Capital, LLC |
| ABBVIE INC | COM | 8M | 45K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 770K | 3K | – |
| ADOBE INC | COM | 5M | 9K | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 8K | – |
| ALPHABET INC | CAP STK CL A | 4M | 24K | – |
| ALPHABET INC | CAP STK CL A | 851K | 5K | Atalanta Sosnoff Capital, LLC |
| ALPHABET INC | CAP STK CL C | 8M | 41K | – |
| AMAZON COM INC | COM | 12M | 61K | – |
| AMERICAN EXPRESS CO | COM | 3M | 11K | – |
| AMERICAN EXPRESS CO | COM | 2M | 7K | Atalanta Sosnoff Capital, LLC |
| AMERICAN TOWER CORP NEW | COM | 1M | 6K | – |
| APOLLO GLOBAL MGMT INC | COM | 491K | 4K | – |
| APPLE INC | COM | 16M | 74K | – |
| APPLE INC | COM | 2M | 8K | Atalanta Sosnoff Capital, LLC |
| APPLIED MATLS INC | COM | 6M | 25K | – |
| APPLIED MATLS INC | COM | 2M | 7K | Atalanta Sosnoff Capital, LLC |
| APPLOVIN CORP | COM CL A | 667K | 8K | – |
| ARCH CAP GROUP LTD | ORD | 2M | 16K | – |
| ARCH CAP GROUP LTD | ORD | 825K | 8K | Atalanta Sosnoff Capital, LLC |
| AT&T INC | COM | 3M | 139K | – |
| AT&T INC | COM | 426K | 22K | Atalanta Sosnoff Capital, LLC |
| BANK AMERICA CORP | COM | 2M | 50K | – |
| BANK AMERICA CORP | COM | 1M | 36K | Atalanta Sosnoff Capital, LLC |
| BLACKROCK INC | COM | 2M | 3K | – |
| BOOKING HOLDINGS INC | COM | 3M | 659 | – |
| BORGWARNER INC | COM | 57K | 2K | – |
| BORGWARNER INC | COM | 245K | 8K | Atalanta Sosnoff Capital, LLC |
| BP PLC | SPONSORED ADR | 3M | 72K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 2M | 58K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 25K | Atalanta Sosnoff Capital, LLC |
| BROADCOM INC | COM | 7M | 4K | – |
| BROADCOM INC | COM | 930K | 579 | Atalanta Sosnoff Capital, LLC |
| CAPITAL ONE FINL CORP | COM | 89K | 643 | – |
| CAPITAL ONE FINL CORP | COM | 384K | 3K | Atalanta Sosnoff Capital, LLC |
| CATERPILLAR INC | COM | 3M | 10K | – |
| CATERPILLAR INC | COM | 1M | 4K | Atalanta Sosnoff Capital, LLC |
| CBRE GROUP INC | CL A | 2M | 21K | – |
| CBRE GROUP INC | CL A | 2M | 19K | Atalanta Sosnoff Capital, LLC |
| CELANESE CORP DEL | COM | 1M | 10K | – |
| CELANESE CORP DEL | COM | 339K | 3K | Atalanta Sosnoff Capital, LLC |
| CENTENE CORP DEL | COM | 163K | 2K | – |
| CENTENE CORP DEL | COM | 700K | 11K | Atalanta Sosnoff Capital, LLC |
| CHEVRON CORP NEW | COM | 2M | 15K | – |
| CHEVRON CORP NEW | COM | 542K | 3K | Atalanta Sosnoff Capital, LLC |
| CHUBB LIMITED | COM | 1M | 5K | – |
| CHUBB LIMITED | COM | 1M | 4K | Atalanta Sosnoff Capital, LLC |
| THE CIGNA GROUP | COM | 350K | 1K | – |
| THE CIGNA GROUP | COM | 1M | 5K | Atalanta Sosnoff Capital, LLC |
| CISCO SYS INC | COM | 4M | 90K | – |
| CITIGROUP INC | COM NEW | 2M | 38K | – |
| CITIGROUP INC | COM NEW | 2M | 30K | Atalanta Sosnoff Capital, LLC |
| CLEAN HARBORS INC | COM | 117K | 516 | – |
| CLEAN HARBORS INC | COM | 381K | 2K | Atalanta Sosnoff Capital, LLC |
| CLEVELAND-CLIFFS INC NEW | COM | 62K | 4K | – |
| CLEVELAND-CLIFFS INC NEW | COM | 132K | 9K | Atalanta Sosnoff Capital, LLC |
| COCA COLA CO | COM | 6M | 99K | – |
| COCA COLA CO | COM | 2M | 30K | Atalanta Sosnoff Capital, LLC |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 145K | 2K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 623K | 9K | Atalanta Sosnoff Capital, LLC |
| COMCAST CORP NEW | CL A | 4M | 96K | – |
| COMCAST CORP NEW | CL A | 1M | 34K | Atalanta Sosnoff Capital, LLC |
| CONOCOPHILLIPS | COM | 1M | 12K | – |
| COSTCO WHSL CORP NEW | COM | 4M | 5K | – |
| CSX CORP | COM | 223K | 7K | – |
| CSX CORP | COM | 957K | 29K | Atalanta Sosnoff Capital, LLC |
| CVS HEALTH CORP | COM | 1M | 25K | – |
| CVS HEALTH CORP | COM | 840K | 14K | Atalanta Sosnoff Capital, LLC |
| DELTA AIR LINES INC DEL | COM NEW | 3M | 59K | – |
| DELTA AIR LINES INC DEL | COM NEW | 416K | 9K | Atalanta Sosnoff Capital, LLC |
| DIGITAL RLTY TR INC | COM | 813K | 5K | – |
| DISNEY WALT CO | COM | 145K | 1K | – |
| DISNEY WALT CO | COM | 626K | 6K | Atalanta Sosnoff Capital, LLC |
| DUKE ENERGY CORP NEW | COM NEW | 2M | 18K | – |
| EATON CORP PLC | SHS | 2M | 5K | – |
| ELEVANCE HEALTH INC | COM | 2M | 3K | – |
| EMERSON ELEC CO | COM | 2M | 18K | – |
| EMERSON ELEC CO | COM | 725K | 7K | Atalanta Sosnoff Capital, LLC |
| EOG RES INC | COM | 1M | 8K | – |
| EOG RES INC | COM | 301K | 2K | Atalanta Sosnoff Capital, LLC |
| EXPEDIA GROUP INC | COM NEW | 527K | 4K | – |
| EXXON MOBIL CORP | COM | 3M | 26K | – |
| EXXON MOBIL CORP | COM | 3M | 25K | Atalanta Sosnoff Capital, LLC |
| FIRST CTZNS BANCSHARES INC N | CL A | 562K | 334 | – |
| FIRST CTZNS BANCSHARES INC N | CL A | 451K | 268 | Atalanta Sosnoff Capital, LLC |
| FISERV INC | COM | 545K | 4K | – |
| FISERV INC | COM | 376K | 3K | Atalanta Sosnoff Capital, LLC |
| FOX CORP | CL A COM | 67K | 2K | – |
| FOX CORP | CL A COM | 286K | 8K | Atalanta Sosnoff Capital, LLC |
| FRANKLIN RESOURCES INC | COM | 2M | 93K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 80K | 1K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 347K | 4K | Atalanta Sosnoff Capital, LLC |
| GENERAL DYNAMICS CORP | COM | 303K | 1K | – |
| GENERAL DYNAMICS CORP | COM | 1M | 4K | Atalanta Sosnoff Capital, LLC |
| GILEAD SCIENCES INC | COM | 3M | 46K | – |
| GILEAD SCIENCES INC | COM | 491K | 7K | Atalanta Sosnoff Capital, LLC |
| GOLDMAN SACHS GROUP INC | COM | 190K | 420 | – |
| GOLDMAN SACHS GROUP INC | COM | 813K | 2K | Atalanta Sosnoff Capital, LLC |
| GRAPHIC PACKAGING HLDG CO | COM | 226K | 9K | – |
| GRAPHIC PACKAGING HLDG CO | COM | 686K | 26K | Atalanta Sosnoff Capital, LLC |
| HALEON PLC | SPON ADS | 98K | 12K | – |
| HOME DEPOT INC | COM | 8M | 23K | – |
| HOME DEPOT INC | COM | 679K | 2K | Atalanta Sosnoff Capital, LLC |
| HONEYWELL INTL INC | COM | 1M | 7K | – |
| HOST HOTELS & RESORTS INC | COM | 192K | 11K | – |
| HOST HOTELS & RESORTS INC | COM | 832K | 46K | Atalanta Sosnoff Capital, LLC |
| INTERNATIONAL BUSINESS MACHS | COM | 3M | 19K | – |
| INTERNATIONAL PAPER CO | COM | 1M | 33K | – |
| INVESCO LTD | SHS | 539K | 36K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 27K | – |
| JPMORGAN CHASE & CO. | COM | 4M | 18K | Atalanta Sosnoff Capital, LLC |
| KIMBERLY-CLARK CORP | COM | 1M | 11K | – |
| KRAFT HEINZ CO | COM | 58K | 2K | – |
| KRAFT HEINZ CO | COM | 248K | 8K | Atalanta Sosnoff Capital, LLC |
| LAM RESEARCH CORP | COM | 1M | 1K | – |
| LAM RESEARCH CORP | COM | 258K | 242 | Atalanta Sosnoff Capital, LLC |
| LEIDOS HOLDINGS INC | COM | 170K | 1K | – |
| LEIDOS HOLDINGS INC | COM | 729K | 5K | Atalanta Sosnoff Capital, LLC |
| LENNAR CORP | CL A | 318K | 2K | – |
| LENNAR CORP | CL A | 1M | 9K | Atalanta Sosnoff Capital, LLC |
| ELI LILLY & CO | COM | 3M | 4K | – |
| LKQ CORP | COM | 125K | 3K | – |
| LKQ CORP | COM | 536K | 13K | Atalanta Sosnoff Capital, LLC |
| LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
| MARATHON OIL CORP | COM | 263K | 9K | – |
| MARATHON OIL CORP | COM | 1M | 40K | Atalanta Sosnoff Capital, LLC |
| MARRIOTT INTL INC NEW | CL A | 2M | 7K | – |
| MASTERCARD INCORPORATED | CL A | 985K | 2K | – |
| MCKESSON CORP | COM | 3M | 5K | – |
| MCKESSON CORP | COM | 759K | 1K | Atalanta Sosnoff Capital, LLC |
| MEDTRONIC PLC | SHS | 1M | 14K | – |
| MEDTRONIC PLC | SHS | 664K | 8K | Atalanta Sosnoff Capital, LLC |
| MERCK & CO INC | COM | 3M | 20K | – |
| MERCK & CO INC | COM | 992K | 8K | Atalanta Sosnoff Capital, LLC |
| META PLATFORMS INC | CL A | 10M | 21K | – |
| META PLATFORMS INC | CL A | 3M | 6K | Atalanta Sosnoff Capital, LLC |
| METLIFE INC | COM | 1M | 21K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 153K | 2K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 657K | 7K | Atalanta Sosnoff Capital, LLC |
| MICROSOFT CORP | COM | 24M | 54K | – |
| MOLSON COORS BEVERAGE CO | CL B | 62K | 1K | – |
| MOLSON COORS BEVERAGE CO | CL B | 269K | 5K | Atalanta Sosnoff Capital, LLC |
| MONDELEZ INTL INC | CL A | 643K | 10K | – |
| MONDELEZ INTL INC | CL A | 284K | 4K | Atalanta Sosnoff Capital, LLC |
| MORGAN STANLEY | COM NEW | 2M | 18K | – |
| NETFLIX INC | COM | 2M | 3K | – |
| NETFLIX INC | COM | 398K | 590 | Atalanta Sosnoff Capital, LLC |
| NEXTERA ENERGY INC | COM | 3M | 41K | – |
| NRG ENERGY INC | COM NEW | 1M | 18K | – |
| NRG ENERGY INC | COM NEW | 1M | 16K | Atalanta Sosnoff Capital, LLC |
| NVENT ELECTRIC PLC | SHS | 238K | 3K | – |
| NVENT ELECTRIC PLC | SHS | 390K | 5K | Atalanta Sosnoff Capital, LLC |
| NVIDIA CORPORATION | COM | 14M | 117K | – |
| OLD DOMINION FREIGHT LINE IN | COM | 168K | 951 | – |
| OLD DOMINION FREIGHT LINE IN | COM | 720K | 4K | Atalanta Sosnoff Capital, LLC |
| OMEGA HEALTHCARE INVS INC | COM | 2M | 50K | – |
| ONEOK INC NEW | COM | 2M | 30K | – |
| ORACLE CORP | COM | 3M | 21K | – |
| PARKER-HANNIFIN CORP | COM | 93K | 183 | – |
| PARKER-HANNIFIN CORP | COM | 395K | 781 | Atalanta Sosnoff Capital, LLC |
| PAYCHEX INC | COM | 919K | 8K | – |
| PEPSICO INC | COM | 84K | 510 | – |
| PEPSICO INC | COM | 340K | 2K | Atalanta Sosnoff Capital, LLC |
| PHILIP MORRIS INTL INC | COM | 4M | 44K | – |
| PHILIP MORRIS INTL INC | COM | 742K | 7K | Atalanta Sosnoff Capital, LLC |
| PNC FINL SVCS GROUP INC | COM | 2M | 14K | – |
| PROGRESSIVE CORP | COM | 6M | 28K | – |
| PROGRESSIVE CORP | COM | 2M | 10K | Atalanta Sosnoff Capital, LLC |
| PROLOGIS INC. | COM | 1M | 12K | – |
| PULTE GROUP INC | COM | 3M | 27K | – |
| QUALCOMM INC | COM | 2M | 10K | – |
| RIO TINTO PLC | SPONSORED ADR | 987K | 15K | – |
| RTX CORPORATION | COM | 193K | 2K | – |
| RTX CORPORATION | COM | 827K | 8K | Atalanta Sosnoff Capital, LLC |
| SALESFORCE INC | COM | 3M | 10K | – |
| SALESFORCE INC | COM | 367K | 1K | Atalanta Sosnoff Capital, LLC |
| SCHLUMBERGER LTD | COM STK | 69K | 1K | – |
| SCHLUMBERGER LTD | COM STK | 296K | 6K | Atalanta Sosnoff Capital, LLC |
| SOUTHERN CO | COM | 158K | 2K | – |
| SOUTHERN CO | COM | 678K | 9K | Atalanta Sosnoff Capital, LLC |
| STEEL DYNAMICS INC | COM | 891K | 7K | – |
| SYNCHRONY FINANCIAL | COM | 169K | 4K | – |
| SYNCHRONY FINANCIAL | COM | 730K | 15K | Atalanta Sosnoff Capital, LLC |
| SYSCO CORP | COM | 868K | 12K | – |
| TARGET CORP | COM | 2M | 10K | – |
| TESLA INC | COM | 1M | 7K | – |
| TEXTRON INC | COM | 903K | 11K | – |
| KROGER CO | COM | 225K | 4K | – |
| KROGER CO | COM | 968K | 19K | Atalanta Sosnoff Capital, LLC |
| TJX COS INC NEW | COM | 2M | 19K | – |
| TORONTO DOMINION BK ONT | COM NEW | 1M | 27K | – |
| TRAVEL PLUS LEISURE CO | COM | 958K | 21K | – |
| TRUIST FINL CORP | COM | 2M | 51K | – |
| UBER TECHNOLOGIES INC | COM | 862K | 12K | – |
| UGI CORP NEW | COM | 197K | 9K | – |
| UGI CORP NEW | COM | 660K | 29K | Atalanta Sosnoff Capital, LLC |
| UNITEDHEALTH GROUP INC | COM | 6M | 12K | – |
| UNITEDHEALTH GROUP INC | COM | 1M | 3K | Atalanta Sosnoff Capital, LLC |
| UNITED PARCEL SERVICE INC | CL B | 3M | 19K | – |
| UNITED THERAPEUTICS CORP DEL | COM | 129K | 404 | – |
| UNITED THERAPEUTICS CORP DEL | COM | 438K | 1K | Atalanta Sosnoff Capital, LLC |
| US BANCORP DEL | COM NEW | 2M | 52K | – |
| US FOODS HLDG CORP | COM | 312K | 6K | – |
| US FOODS HLDG CORP | COM | 1M | 22K | Atalanta Sosnoff Capital, LLC |
| VALERO ENERGY CORP | COM | 2M | 10K | – |
| VALERO ENERGY CORP | COM | 375K | 2K | Atalanta Sosnoff Capital, LLC |
| VERIZON COMMUNICATIONS INC | COM | 2M | 36K | – |
| VERIZON COMMUNICATIONS INC | COM | 679K | 16K | Atalanta Sosnoff Capital, LLC |
| VERTEX PHARMACEUTICALS INC | COM | 649K | 1K | – |
| VERTEX PHARMACEUTICALS INC | COM | 932K | 2K | Atalanta Sosnoff Capital, LLC |
| VISA INC | COM CL A | 4M | 17K | – |
| VISTRA CORP | COM | 258K | 3K | – |
| VISTRA CORP | COM | 1M | 13K | Atalanta Sosnoff Capital, LLC |
| VOYA FINANCIAL INC | COM | 169K | 2K | – |
| VOYA FINANCIAL INC | COM | 464K | 7K | Atalanta Sosnoff Capital, LLC |
| WELLS FARGO CO NEW | COM | 289K | 5K | – |
| WELLS FARGO CO NEW | COM | 1M | 21K | Atalanta Sosnoff Capital, LLC |