Manish Maheshwari
Investment adviser representative at Wright Private Asset Management LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$74.1MFirm assets
Are you Manish Maheshwari? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Wright Private Asset Management LLCJul 2025 to now
- The Winthrop CorporationJul 2025 to now
- Wright Investors Service IncJul 2025 to now
- Victory Capital Services, Inc.Mar 2023 to Jul 2025
- Victory Capital Management Inc.Feb 2021 to Jul 2025
- Foreside Fund Services, LLCOct 2016 to Oct 2018
- Thomson Horstmann & Bryant, Inc.Nov 2011 to Feb 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wright Private Asset Management LLC
$74.1MAssets managed
36Clients
3Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5904328
- Firm CRD
- 139570