Anthem Asset Management

RIAState 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 a Connecticut-based limited liability company that operates as an institutional registered investment adviser serving a single institutional client. The firm is structured as an LLC with an individual owner and positions itself to provide advisory services to institutional investors rather than retail households. Its fee arrangements are flexible and include a percentage-of-assets component, fixed-fee engagements, and the option for performance-based fees, which indicates the firm can structure incentive alignment depending on mandate and client preferences. Anthem does not list ESG investing as an active focus and is not described as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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