Anthem Asset Management
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
FINTRXOverview
Anthem Asset Management is a Connecticut-based limited liability company that operates as an institutional registered investment adviser serving a single institutional client. The firm is structured as an LLC with an individual owner and positions itself to provide advisory services to institutional investors rather than retail households. Its fee arrangements are flexible and include a percentage-of-assets component, fixed-fee engagements, and the option for performance-based fees, which indicates the firm can structure incentive alignment depending on mandate and client preferences. Anthem does not list ESG investing as an active focus and is not described as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
William Derosa
Managing PartnerCRD 4445754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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