About

Passion. Experience. Diligence.

About

Caselli Fund Services is a full service fund administration firm that was founded on the pretense that detail-oriented accounting should be accompanied by superior customer service, prompt communication and reasonable prices. We work closely with funds to become a part of the management team and offer support and expertise to managers of all sizes.

Our customer first, common sense approach to a field that continues to be dominated by high cost providers makes Caselli Fund Services an excellent destination for your accounting and operational needs.

 

Get in touch

We at Caselli Fund Services know that finding the right firm to carry out your accounting needs is a choice not to be taken lightly. We would love to speak with you to walk through your needs, the scope of your goals, and your budget.

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FOUNDER

Anthony Caselli, CPA

Anthony began his career working for hedge fund audit and tax firm Spicer Jeffries in Greenwood Village, Colorado. During his time at Spicer Jeffries, Anthony opened the company’s second office in Palm Beach Gardens and oversaw the day-to-day operations of the new office. Afterwards, he worked as the CFO of a billion dollar Registered Investment Adviser overseeing the accounting and operations of a family of funds, a broker/dealer, and the RIA. His depth of experience and expertise in the auditing and management of investment partnerships, investment managers, and broker/dealers provides clients the confidence that their accounting and operations are in good hands.

 

Education

UNIVERSITY OF COLORADO BOULDER Bachelor of Science, Business Administration Accounting and Finance

Activities & Affiliations

•Series 27 •AICPA, Member
•COCPA, Member
•Big Brothers, Big Sisters of Colorado