M
CRD: 171002
Megaannum Capital, LLC
Downingtown, PA, 19335
4846125728
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2014
- Office Locations
- 1
Office Locations
341 E. Lancaster AVE Downingtown PA
About Megaannum Capital, LLC
Megaannum Capital, LLC is a Downingtown-based RIA. The firm has been operating for 11 years. Managing $7.5M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and Vanguard. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
46 AVG AGE
$3.7M AVG AUM / ADVISOR
$266.2K AVG AUM / CLIENT
7.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Investment Themes
Quantum
Investment Vehicles
Legacy
Services
Ember Momentum value Momentum ridge
Owner & Executives
P
PHILIP MICHAEL MASCHERINO
Chief Executive Officer, Portfolio Manager
- CRD
- #5616660
- Ownership
- 50% but less than 75%
(755) 966-5420
pioneer.foundation@glaciercapital.com
in linkedin.com/in/fusion-signal
Showing 1 of 1 owners & executives
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K
KAREN ANN PRINCIPE
--
- CRD
- #2511335
(401) 802-1953
delta.value@vectorcapital.com
in linkedin.com/in/timber-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,454,007 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,454,007 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,454,007
Equity - Exchange:
51.8% Cash:
48.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $449,657,207 | 51.8% |
| Cash | $418,406,899 | 48.2% |
| Total | $868,064,106 | 100.0% |