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- Custodian
- Bank OF America ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Momentum ridgeVertex pioneer +more
- Established Date
- 06-01-2019
- Office Locations
- 1
Office Locations
About Aneuvia Capital
ANEUVIA Investment Management (Aneuvia Capital) is a retail-focused investment manager using bottom-up fundamental research plus top-down macro insights to pursue long-term capital appreciation across market cycles. Portfolios are primarily equity-oriented, with bonds used for risk control and income when appropriate. A key diligence hook: each investment is underwritten with a defined expected return, quantified risk/reward, and modeled win rate, supported by AI-based business quality assessment and a proprietary layered model framework. Custody includes Interactive Brokers.
Team overview
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Investment Vehicles
Services
Technology
Owner & Executives
JANELLE METZGER
Owner, Vice President Human Resources
- CRD
- #7149819
- Ownership
- 50% but less than 75%
Jared Metzger
Chief Investment Officer
- CRD
- #6827961
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,483,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,483,300 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,483,300
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $940,633,239 | 17.2% |
| U.S. Government/Agency | $3,423,467,487 | 62.6% |
| Cash | $1,104,697,177 | 20.2% |
| Total | $5,468,797,903 | 100.0% |