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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM 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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