Petrilli Capital Management LLC

Petrilli Capital Management provides discretionary investment management to high‑net‑worth individuals and families, as well as trusts, corporations, and pension or profit‑sharing plans. The firm focuses on portfolio management only and does not provide financial planning or retirement‑planning advice; the brochure states clients are generally required to open custody accounts with a broker‑dealer custodian (Charles Schwab & Co. is identified).

The firm describes a highly active, “go anywhere” investment approach managed at the strategy level rather than customized around each client’s specific tax circumstances or goals. It offers two principal strategies—Managed Income and Growth & Income Spectrum—and frequently uses a wide set of instruments and trading techniques (including closed‑end funds, option‑strategy ETFs, leveraged and inverse ETFs, single‑stock ETFs, and a limited exposure to spot digital‑asset ETFs), and may move to substantial cash positions when deemed appropriate.

Noteworthy features relative to peers include the explicit servicing of corporate and retirement plan clients in addition to individual HNW clients, and the firm’s operational reliance on and receipt of software, platforms, and other support from custodians, which the brochure discloses may influence brokerage and custody arrangements. The brochure also emphasizes use of complex, structured products (autocallable income ETFs, option strategies, margin/shorting capabilities) and tactical shifts in portfolio positioning—characteristics that are less common among similarly sized independent advisers.