Perfetta Capital, LLC

Overview

Perfetta Capital, LLC is a small, fee-based advisory firm that concentrates on portfolio management for individuals and small businesses while maintaining insurance brokerage capabilities. The firm charges advisory fees as a percentage of assets under management and shows a clear tilt toward liquid equity exposures. Its filings indicate a preference for exchange-traded equities as the primary building block for client portfolios, suggesting a focus on marketable, easily traded instruments rather than illiquid or highly customized private placements. The firm also offers pension consulting services alongside its retail wealth work, and it does not position itself as an active ESG investor. Investment activity centers on equity allocations for client accounts, with manager selection and third-party fund allocations appearing limited; the ADV records annuities and mutual funds among additional instruments used. Given the size and client base, the firm looks set up to deliver discretionary, equity-focused management and insurance solutions to individuals and families rather than acting as a large capital allocator to external private fund managers.

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Location & Offices