ANTHEM ASSET MANAGEMENT

RIASEC Registered
Total AUM
$10.5M
Discretionary
$10.5M
100% of AUM
Avg account
$10.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
GLASTONBURY, Connecticut
CRD number
136271
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Anthem Asset Management is an individually owned limited liability company that serves institutional clients. The adviser is small in scale and appears to operate without a broader advisory classification; it is not designated as a capital allocator. Reporting indicates a mixed fee model that includes percentage-of-AUM billing alongside fixed fees and performance-based fees. Anthem is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not presented as a newly formed or related adviser. The firm’s SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • WILLIAM DEROSA

    Managing PartnerCRD 4445754

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GLASTONBURY, CT

HARTFORD

Location

GLASTONBURY, CT

Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
2534 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth