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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaHarbor summit
- Established Date
- 01-03-2022
- Office Locations
- 3
Office Locations
About Anova Management
ANOVA Management is an SEC-registered RIA serving investors who prioritize disciplined risk management in equity portfolios. The firm’s Efficient Market Portfolio Plus (EMP+) uses proprietary algorithms to tilt away from expected lagging sectors and pairs long and short exposures to hedge systematic risk and reduce downside without forfeiting risk-adjusted returns. Strategies include EMP L (market-risk, growth-minded) and EMP B (lower-volatility, pre-retirees). Founder/CIO Wayne Penello developed a patented Performance Risk Management System (US 7,822,670 B2).
Team overview
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Owner & Executives
WAYNE FRANK PENELLO
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, President
- CRD
- #1006155
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT JAMES COAKLEY
CHIEF OPERATING OFFICER
- CRD
- #1468641
ANTHONY JOHN DIPLACIDO
CHIEF MARKETING OFFICER
- CRD
- #2016906
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,169,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,169,698 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,774,560
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,374,074,658 | 26.6% |
| U.S. Government/Agency | $3,177,333,001 | 35.6% |
| Municipal Bonds | $3,373,685,041 | 37.8% |
| Total | $8,925,092,700 | 100.0% |