Megaannum Capital, LLC
Firm details
- Headquarters
- Downingtown, Pennsylvania
- CRD number
- 171002
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI45.37%
- Individuals32.58%
- Charitable Organizations22.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Megaannum Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client base is primarily individuals and families, and its advisory work includes portfolio management for individuals, small businesses, and other business or institutional clients. The firm charges fees as a percentage of assets under management and also bills hourly for some services. It is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents17%
Contacts
2 of 2Karen Principe
Investment Advisor RepresentativeCRD 2511335

Philip Mascherino
Portfolio ManagerCRD 5616660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Downingtown, PA
Chester
Location
Downingtown, PA
Headquartered in Downingtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 341 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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