Anthony Capital Management, LLC
Firm details
- Headquarters
- De Pere, Wisconsin
- CRD number
- 312256
- Registered since
- November 12, 2021
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Anthony Capital Management, LLC is a limited liability company registered with the SEC in 2021 that operates as an institutional registered investment adviser. The firm serves institutional clients and charges fees as a percentage of assets under management and via fixed-fee arrangements. Its reported business activities include functioning as a CPO or CTA and providing portfolio management services for investment companies. Anthony Capital Management also lists roles as sponsor, general partner, and managing member of pooled investment vehicles, indicating it both advises and participates in pooled structures rather than purely acting as a third-party allocator. The firm identifies as an institutional RIA rather than a multi-state retail adviser or pension consultant, and it does not characterize itself as an active ESG investor. Ownership is listed as individual rather than firm- or family-owned.
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
Owners & executives
1 of 1Stephen Henderlite
Chief Compliance OfficerCRD 4483569
Contacts
1 of 1Doug Reich
President & FounderCRD 7396430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
De Pere, WI
Brown
Location
De Pere, WI
Headquartered in De Pere, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.
- Metro area
- Green Bay-Shawano, WI
- Region
- Midwest
- County
- Brown
- Address
- 435 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Cornerstone Financial Consulting, LLC
RIADe Pere, WI
Verus Wealth Management
RIADe Pere, WI
N.E.W. Advisory Services, LLC
RIADe Pere, WI
Evolution Financial LLC
RIAMadison, WI
GVR Investment Management, Inc.
RIATwo Rivers, WI
Fiat Lux Capital Management
RIAWaterford, WI