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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer focus
- Established Date
- 10-04-2013
- Office Locations
- 1
Office Locations
About Petrilli Capital Management LLC
Petrilli Capital Management LLC is a Portsmouth, NH state-registered RIA focused on active, macro-aware portfolio management. It runs concentrated strategies across global equities and pooled vehicles (including ETFs and mutual funds), with an income-oriented approach that often leans on closed-end funds and a growth-and-income mandate that can tilt to momentum-driven sectors like technology. Portfolios may move to 100% cash during market dislocations and do not target broad diversification.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY MARIO PETRILLI
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1707705
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,626,235 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,626,235 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,626,235
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,318,382,841 | 42.6% |
| Cash | $2,416,342,679 | 44.4% |
| Equity - Exchange | $707,487,721 | 13.0% |
| Total | $5,442,213,241 | 100.0% |