Miami, Florida · CRD #341049

Institutional discipline for private wealth.

Anter Capital brings the research infrastructure, risk discipline, and execution standards of institutional markets to private portfolios. We build every mandate ourselves — equities and ETFs at the core, fixed income for ballast, options where suitable — and hold every asset in independent custody at Charles Schwab & Co., Inc.

Custody
Charles Schwab & Co., Inc.
Standard
Fee‑only fiduciary
Research
Proprietary · built in‑house
Coverage
Equities · fixed income · options
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§01 — What we build

Three disciplines,
one portfolio.

Markets spend part of every decade falling — we treat that as a design constraint. Every mandate combines three coordinated disciplines, weighted to each client's objectives, horizon, and tolerance for risk.

I Core allocation

Diversified growth

The compounding engine. Global equity exposure built from institutional‑grade vehicles, with individual positions where conviction and suitability align.

Role
Long‑term compounding
Instruments
ETFs · mutual funds · equities
Posture
Long‑term · tax‑aware
II Income & ballast

Fixed income

Stability and dry powder. Duration and credit quality are managed against the rate cycle — the sleeve that funds opportunity when markets dislocate.

Role
Stability · income · reserves
Instruments
Bonds · CDs · closed‑end funds
Posture
Quality‑biased · duration‑aware
III Risk overlays

Hedging & convexity

Where suitable: options‑based hedges, measured equity beta, and deliberate cash — structures built to soften drawdowns, not to forecast them.

Role
Drawdown mitigation
Instruments
Options · cash · beta control
Posture
Suitability‑gated · rules‑based

Options involve leverage, can lose value quickly, and are not suitable for all investors. Sleeves and instruments are tailored per client; no single structure is used in every account.

§02 — Research infrastructure

We don't rent research.
We build it.

Anter Capital builds and runs its own research systems — three engines covering equities & ETFs, fixed income, and listed options. Every holding traces back to data we collected, checked, and stress‑tested ourselves.

12M+

Bond price marks ingested

67K+

Corporate bonds tracked

6

Factor loadings per security

3

Purpose‑built engines

anter/research — telemetry

Factor decomposition — rolling loading estimates

Figures describe Anter Capital's internal research infrastructure and process. They are not investment results, and historical stress replay does not predict or guarantee future outcomes.

§03 — Alignment

Aligned
by construction.

Four structural facts. Each one removes a conflict of interest before it can exist.

  • Fee‑only

    We work for our clients and no one else. No fund company, broker, or third party pays us anything.

  • No performance fees

    We are never paid on returns. Portfolios are built to your risk tolerance, not to our upside.

  • Independent custody

    Every asset is held in your name at Charles Schwab & Co., Inc. Statements come to you straight from Schwab.

  • No lock‑ups

    Either party may terminate at any time, with written notice.

§04 — The firm

Institutional experience.
Direct accountability.

Anter Capital LLC is an independent investment firm founded by Nathaniel S. Anter and headquartered on Brickell Avenue in Miami. We serve individuals, families, and businesses as a fiduciary — including under ERISA and the Internal Revenue Code when advising retirement assets.

Before founding the firm, Mr. Anter operated inside the machinery of institutional markets at Bloomberg L.P. — fixed‑income analytics, derivatives, enterprise risk — serving the desks, risk officers, and asset managers who run the world's largest portfolios. Anter Capital exists to bring that standard of infrastructure to private capital.

§05 — Begin

Start the
conversation.

An introductory discussion of your objectives, your current portfolio, and whether our approach fits. No obligation — and you may terminate any agreement within five business days of signing at no cost.

Office

495 Brickell Avenue
Miami, FL 33131

Sent directly to info@antercapital.com. Your email address is required so we can reply.