CANNOLES ASSET MANAGEMENT, INC.

Overview

Cannoles Asset Management, Inc. is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs wholly discretionary strategies for its clients. Investment activity is tilted toward public equities — the firm shows a clear preference for exchange-traded instruments — while also allocating to third-party alternative managers in real estate, commodities and oil & gas. Cannoles does not identify as an active ESG investor and appears to operate with a straightforward, return- and income-oriented mandate rather than as a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices