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Petrarca Capital Management, LLC (New York)


Petrarca Capital Management, LLC is a mid-sized advisory firm based in New York. It manages $50 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013.

Petrarca Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Petrarca Capital Management: assets under management

The assets under management (AUM) of Petrarca Capital Management, LLC is $50 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Petrarca Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Petrarca Capital Management, LLC performs its advisory services is located at 800 Third Avenue, New York, NY 10022, 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 646-502-5601. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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