Anselme Capital, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 122278
- Website
- www.anselmecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.3%
- Individuals21.86%
- Corporations / Businesses9.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Anselme Capital, Inc. is a small, fee-based advisory firm that manages concentrated client relationships for individuals and families. The firm favors publicly traded pooled vehicles — primarily mutual funds and ETFs — as its primary building blocks, while retaining the flexibility to use separately managed accounts and third‑party managers where appropriate. Advisory activity spans direct portfolio management for individuals and small businesses, institutional or business portfolios, and some pension consulting, with most mandates run on a discretionary basis. The firm is not structured as a capital allocator or related adviser; instead, it sources exposure to private and specialty strategies through external fund managers. Anselme Capital charges fees as a percentage of assets under management and does not identify itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities26%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Marc Anselme
Founder and CEOCRD 2567642
Contacts
2 of 2
Alexandre Anselme
Wealth AdvisorCRD 6655694
Corinne Anselme
SecretaryCRD 4620384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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