Megaannum Capital, LLC

RIASEC Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$136K
Accounts
55
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Cash & Cash Equivalents 17%83%
  • Exchange Traded Equities83%
  • Cash & Cash Equivalents17%

Contacts

2 of 2
  • Karen Principe

    Investment Advisor RepresentativeCRD 2511335

  • Philip Mascherino

    Philip Mascherino

    Portfolio ManagerCRD 5616660

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth