Anthem Asset Management, LLC advises The Anthem Opportunity Fund, LP, which invests in publicly traded micro to mid cap equities. The fund uses a bottom-up investment approach with a value focus. It's designed for high-net worth individuals and institutional investors who become limited partners. William J. DeRosa, Jr., Chartered Financial Analyst, is the sole owner.
Assets Under Management$11M
Clients1
Advisors1
Avg. per Client$11M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the 1% management fee, The Firm receives an incentive allocation fee of 20% on all profits earned in The Fund, subject to a 3% performance benchmark and a high water mark provision.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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