Petrilli Capital Management LLC

Overview

Petrilli Capital Management LLC is a small, individual‑owned investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and acts as a capital allocator, routing client capital into both traditional public funds and a variety of alternative strategies. It identifies as an active ESG investor and maintains a broker‑dealer affiliation, which suggests access to a broad product shelf while keeping a boutique, advisory orientation. The firm’s investment posture appears to be core exposure through pooled public funds and mutual funds complemented by targeted allocations to alternative vehicles. That mix supports a client base that seeks diversified, professionally managed portfolios with the possibility of adding less liquid, higher‑returning exposures where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices