C
Conte Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
4
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$0
About
Conte Asset Management provides ongoing portfolio management services to high‑net‑worth individuals, producing an Investment Policy Statement for each client and advising on investment strategy, asset allocation, and regular portfolio monitoring. The firm’s stated investment universe includes mutual funds, equities, fixed income, ETFs, real estate funds (including REITs), hedge funds, private equity and venture capital, private placements, commodities, and non‑U.S. securities.
Conte describes its investment process as a combination of fundamental and quantitative analysis implemented through a long‑term trading approach, with portfolios tailored to each client’s goals, time horizon, and documented risk tolerance. The brochure states the firm does not trade client accounts on a discretionary basis and requires clients to custody assets at Stifel, with accounts reviewed at least annually.
Noteworthy characteristics in the disclosure include a very small client base (four clients) and reporting zero assets under management as of December 2023, despite operating under an asset‑based advisory model. The firm also discloses that it may direct clients to third‑party advisers and receive a portion of advisory fees from those referrals, which it identifies as a potential conflict of interest.
Client services
Consulting family office issues
Expertise
Wealth management
Active portfolio management
Real estate investing
Private / alternative investments
Fee options
1.50% annually
Main office location
Conte Asset Management, LLC
Incline Village NV, United States
Number of offices
1
Most active in
Conte Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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