Michael Corelli is a registered investment advisor at Lisanti Capital Growth LLC, based in New York, NY, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.70% |
Fees are negotiable above $30 million for Small Cap Growth. SMID Cap Growth: 0.80% on the first $10 million, 0.70% on the next $10 million, 0.60% on the next $10 million, and Negotiable above $30 million. Sub-advisory fees will generally be less than fees for direct client mandates.
Fee Estimator
Location
777 Third Avenue, 14th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the 100% owner of two residential rental homes in the Cooperstown, NY area, operating as short-term rentals primarily during the summer months. He spends about 10-20% of his time on these properties annually, and none of this time occurs during securities trading hours.
Employment History
Current Registrations
Lisanti Capital Growth LLC
Previous Registrations
5c Capital Management, LLC
State Registrations1 state
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