Anthem Asset Management

RIASEC Registered
Total AUM
$10.5M
Discretionary
$10.5M
100% of AUM
Avg account
$10.5M
Accounts
1
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • William Derosa

    William Derosa

    Managing PartnerCRD 4445754

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth