Anova Management

Overview

Anova Management is a small, fee-based advisory firm that manages discretionary portfolios for both individual and institutional clients. The firm’s charter and filings show a focus on portfolio management for individuals, small businesses and other businesses or institutions, delivered under a percentage-of-AUM fee model. That structure, combined with a relatively compact client base, suggests Anova Management runs customized, managed accounts rather than a one-size-fits-all product. Investment activity centers on liquid, publicly available pooled vehicles rather than concentrated single-stock positions. Filings point to a preference for allocating client capital into public funds and mutual funds as the primary building blocks of client portfolios. Custody and execution are routed through Charles Schwab & Co., Inc., indicating standard retail custody infrastructure rather than a private custodian network.

Assets & Accounts

Public Holdings

Location & Offices