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Fontana Capital, L.L.C. (Winchester)


Fontana Capital, L.L.C. is an adviser based in Winchester. It manages $3.99 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

Fontana Capital, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fontana Capital, L.L.C: assets under management

The assets under management (AUM) of Fontana Capital, L.L.C. is $3.99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fontana Capital, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winchester

The principal office where Fontana Capital, L.L.C. performs its advisory services is located at 1004 Main Street, Winchester, MA 01890, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-729-7775. The normal business hours are 7am - 6pm on Monday - Friday.


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