An independent registered investment advisor providing objective investment management.
Antonetti Capital Management, LLC (ACM) is a fee-only, Registered Investment Advisor with the Securities and Exchange Commission (SEC). We provide individuals, family offices and institutions with disciplined and tactical investment management. Our organizational and equity structure includes The Halstatt Partnership, which is the investment arm of the Sproul Family and member of the Barron Collier Family Legacy. Our experience with the Halstatt Partnership provides an understanding of family office requirements and experience in providing customized managed solutions.
At the core of our investment philosophy is our dedicated commitment to service, communication and objective investment advice. We follow through on our commitment by using objective and thorough research, communicate investment performance quarterly and meet with clients to answer their questions and concerns. Clients' accounts are held by the leading custodian, Charles Schwab Advisor Services, in an effort to provide further confidence and peace of mind. As a result, our clients know where their money is invested and how they are doing. Simply put, we endeavor to do what is best for our clients.
In summary, Antonetti Capital Management, LLC:
- Offers Customized Portfolio Management.
- Offers a Global Total Return Portfolio Model.
- Offers a Large Cap U.S. Equity Sector Portfolio Model.
- ACM claims compliance with the Global Investment Performance Standards (GIPS) www.gipsstandards.org
A compliant presentation and the firm's list of composite descriptions are available by contacting us at
(239) 403-0218.
Fax (239) 403-0164
Cell (239) 293-0649
Pat Antonetti, President & Managing Partner
(239) 403-0218
Mr. Pat Antonetti is the founder of Antonetti Capital Management, LLC with overall responsibility for investment management and client relationship management. He has over seventeen years of investment management experience. Prior to forming Antonetti Capital Management, Pat was a Senior Vice President at Fort Pitt Capital Group, where he was responsible for managing portfolios for high net worth clients and family assets throughout Florida. Before Fort Pitt Capital Group, Pat was a Vice President at PNC Wealth Management and Vice President at Bank of America Private Bank, now US Trust.
Pat graduated with an MBA from the University of Miami and holds a Bachelors Degree in Finance from the University of South Florida in Tampa, FL. In addition, he holds the following securities licenses: FINRA Series 65 & 66. He is actively involved in several charitable organizations and lives in Naples, FL with his wife, Dena and their two children.
Patrick George, Managing Partner
(239) 403-6765
Patrick George is a Managing Partner at Antonetti Capital Management, LLC and Principal of Halstatt Management Company, LLC. He is responsible for managing the financial assets of the Sproul family endowment. In this capacity he oversees investments across a wide variety of asset classes, including public and private equities, fixed income, commodities, hedge funds and various other alternative investments. He maintains close relationships with numerous money managers, institutions and other family offices. Mr. George works closely with both Florida Gulfshore Capital, a direct venture capital firm affiliated with Halstatt, and Trent Capital Partners, a direct private equity affiliate. He is a partner of Halstatt Real Estate Partners, a real estate private equity firm developed and sponsored by the Sproul family.
Prior to Halstatt, Mr. George held a variety of senior investment and general management positions. Most recently, he served as the President of Lehigh Technologies, a clean tech company initially backed by Halstatt and Florida Gulfshore Capital. While an officer at Lehigh he brought additional investors into the company including Kleiner Perkins Caufield and Byers and Index Ventures. In the 1990's, Mr. George led the investment activities at Compaq Computer Corporation (now HP). Before his time at Compaq, Mr. George was an investment banker at William Blair & Company in Chicago and completed over $400 million worth of public offerings and M&A assignments. During his career, he has also worked as a strategic consultant for McKinsey & Co., and an officer of Be Free, Inc., a software company he helped to start, take public, and later sell to ValueClick, Inc. (ticker:VLCK).
Mr. George received an undergraduate degree, with honors, from Harvard College where he concentrated in Economics. In addition, he holds an MBA from Harvard Business School. He currently serves as an officer and board member of the Harvard Club of Naples. He has over 15 years of principal investment experience.
George W. Gowdey, Managing Director
(239) 403-0021
George W. Gowdey is the Managing Director at Antonetti Capital Management, LLC with the overall responsibility of business development. His area of focus includes advising high net worth individuals & families, institutions and family offices.
He has 28 years of financial services experience, comprised of approximately thirteen years of trading and selling fixed income securities, five years marketing hedging transactions and ten years marketing alternative and traditional investment managers. George began his career in the capital markets business by trading and selling zero coupon bonds and US government securities for Smith Barney and Chemical Bank. While at Twenty-First Securities Corp., George prospected and closed $1.3 billion in hedging transactions for high net worth investors. As a marketer of alternative and traditional asset managers, George prospected and closed investors in alternative strategies as a third party marketer and traditional strategies as a wholesaler with Lockwood Capital Management.
George holds a BBA in Accounting from Iona College at New Rochelle, New York. He holds the FINRA Series 7, 63 and 66 licenses. He is the President and board member of the Barron Collier Diamond Club, a nonprofit organization that supports High School Baseball.
If you or someone you know is seeking objective and professional investment advice, please contact us at
(239) 403-0218.
Antonetti Capital Management, LLC
2590 Golden Gate Parkway Suite 101
Naples, FL 34105
Antonetti Capital Management is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
