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 organized as a limited liability company and operates as an institutional registered investment adviser serving institutional clients. Ownership is listed as individual. The firm’s reported fee arrangements include asset-based fees, fixed fees, and performance-based fees, which suggests flexibility in contract structures depending on client needs. Anthem is not identified as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The year it registered with the SEC is not disclosed in the available data.
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 1
William 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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