Anthony Caselli
Anthony Caselli is a registered investment advisor at Mainline West Fund Manager LLC, based in Denver, CO, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MainLine West Fund Manager manages investments for separately managed accounts and private pooled investment vehicles.
For separately managed accounts, fees are calculated as a percentage of the value of your portfolio. Fees are deducted semi-annually. The specific fee schedule is determined by the Investment Management Agreement.
For private pooled investment vehicles, Class B investors are charged 1.00% per year and Class A investors are charged 0.75% per year. The fee is based on the greater of the investor’s capital commitment or net capital contributions to the Fund. MainLine West may waive or reduce the fee for certain investors.
Location
2237 W. 30th Avenue, Denver, CO, 80211
Get directionsHistory
Regulatory History (1)
Criminal
January 2006Other Business Activities
Anthony is an independent contractor for Stonegate Global Fund Administration and president of Caselli Fund Services, providing accounting services. He also serves as Chief Financial Officer for Mainline West, LLC, Mainline West Fund Manager, LLC, and MLWRE LLC, and is a landlord for an office building.
Employment History
Current Registrations
Mainline West Fund Manager LLC
Mainline West Municipal Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.