RIA Intel›Advisers›New Hampshire›PETRILLI CAPITAL MANAGEMENT LLC

PETRILLI CAPITAL MANAGEMENT LLC

Advisory

NH

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$450K

across 57 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH, NJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NH

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

OLSON ECONOMICS, LLC

$26M

AER ADVISORS, INC.

NORTH HAMPTON, NH

$26M

IACANGELO FINANCIAL GROUP, LLC

$26M

FOCUS CAPITAL INC.

$25M

BENEFIT FUNDING INC.

$27M

KUSTAS, ANDREW LOUIS

$24M

Get the full picture on PETRILLI CAPITAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PETRILLI CAPITAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans