RIA Intel›Advisers›Connecticut›ANTHEM ASSET MANAGEMENT, LLC

ANTHEM ASSET MANAGEMENT, LLC

Advisory

GLASTONBURY, CT

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in CT
#1,192
of 1,312 advisers by AUM
Average account
$11M
across 1 account
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
1
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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KP7 INVESTORS LLC
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PALLADIO CAPITAL MANAGEMENT, LLC
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$10M
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MARATHON INVESTMENTS, LLC
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KEY FINANCIAL CONCEPTS, INC.
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$11M

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