9AT: ANTHONY CAPITAL MANAGEMENT, LLC

Advisers
ANTHONY CAPITAL MANAGEMENT, LLC
Summary

ANTHONY CAPITAL MANAGEMENT, LLC

ANTHONY CAPITAL MANAGEMENT, LLC

Summary Contacts Filings Brochure Private Funds Service Providers

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Adviser Profile

As of Date	03/18/2026
Registration	SEC, Approved, 11/12/2021
ADV Location	DE PERE, WI, United States
Contact Info	(56 xxxxxxx
Websites

Details

https://www.anthonycm.com/

AUM^*	37,892,938 40%
of that, discretionary	37,892,938 40%
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	37,892,938 40%
SMA’s	No
Private Funds	0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

51M 44M 37M 29M 22M 15M 7M

2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Anthony Capital Management, LLC (hereinafter “Anthony Capital,” “we,” “us,” “our” or the “Firm”) is organized as a Wisconsin limited liability corporation with a principal place of business in De Pere, Wisconsin. Anthony Capital is principally owned by Douglas Reich (the “Owner”) and provides discretionary securities recommendations to its clients. The Owner directs all activities and operations of Anthony Capital. Anthony Capital provides investment advisory services on a discretionary basis as a sub- adviser to a mutual fund

(the “Fund” or the “Client”). If, in the future, we provide investment advisory services to other investment vehicles or clients, we will update the appropriate regulatory documents at that time. Our discretionary investment recommendations and advice with respect to the Client are subject to the objectives and guidelines as set forth in the respective investment management agreement(s). We do not currently participate in any Wrap Fee Programs. As of 12/31/2023, we have $19,988,962 of regulatory assets under management.

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ANTHONY CAPITAL MANAGEMENT, LLC

ANTHONY CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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