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ANTONE ASSET MANAGEMENT
Antone Asset Management, Inc. is a state-registered investment adviser in Carlsbad, CA. The firm manages approximately $18 million in regulatory assets.
Overview
Antone Asset Management, Inc. is a state-registered investment adviser in Carlsbad, CA. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Carlsbad
Corporate office
Pleasanton, CA, United States
Frequently asked questions
Does Antone Asset Management offer pooled vehicles like mutual funds or ETFs?
No. The firm has deliberately avoided pooled-vehicle structures and instead manages separate accounts tailored to individual and institutional clients. This structure allows the strategy to tolerate concentrated positions and variable cash weightings without being constrained by daily liquidity requirements or benchmark tracking error limits.
How does the firm source its investment ideas?
Idea generation is proprietary, relying on internal screening and direct management engagement rather than sell-side research or third-party platforms. The firm focuses on identifying durable cash-flow generators trading below their estimate of intrinsic value, and its compact portfolio size permits a high bar for inclusion—many screened candidates are rejected before reaching the portfolio.
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