# Anthony Petsis & Associates

Anthony Petsis & Associates is a RIA based in Newtown, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newtown, United States
- **Region:** North America
- **Address:** Newtown, PA, United States
- **Assets under management:** Undisclosed
- **Website:** anthonypetsis.com

## Regulatory record

- **CRD number:** 123209
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123209

## About

Anthony Petsis & Associates Inc. is a state-registered investment adviser in Newtown, PA. The firm has 4 employees and 4 investment advisers. It is based in Newtown, PA.

## People

- Anthony Petsis — President

## Questions

### Does the firm make direct private investments or participate in venture capital?

There is no public evidence that Anthony Petsis & Associates engages in direct private equity, venture capital, or fund-of-fund commitments. The practice's investment posture, as reflected in advisor registrations, centers on publicly traded securities and insurance-based products. Allocators seeking co-investment or GP-access opportunities should not expect those capabilities here.

### What client profile does the firm typically serve?

Available disclosures suggest the firm serves high-net-worth individuals and families, with an emphasis on retirement-stage planning. The practice's concentration on long-term care insurance, estate preservation, and income-oriented portfolio construction points toward a client base that has already accumulated significant assets and is managing decumulation, not early-stage wealth building.

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Last updated: 2026-07-06T01:24:11.342Z

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