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ATCAP Partners LLC
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CRD # | 158214 |
SEC # | 801-72617 |
CIK # | |
AUM | $84.2 MM (2024-03-27) |
Employees | 23 (87% Investors, 100% Brokers) |
Phone | 866-842-3356 |
Address | 1445 Research Boulevard Rockville, MD 20850 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 213 | 41.7 |
(b) Individuals (high net worth individuals) | 75 | 42.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 288 | 84.2 |
By Discretionary | ||
Discretionary | 288 | 84.2 |
Non-Discretionary | 0 | 0.0 |
Total | 288 | 84.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 84.2 | |
Total | 288 | 84.2 |
Related Firms | State | AUM ($BB) |
---|---|---|
Advisors Preferred LLC
✚
|
MD | 1.6 |
ATCAP Partners LLC
✚
|
MD | 0.1 |
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NY | 0.1 |
Capstone Wealth Management Corp
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Conrad Capital Management Inc
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Timbuktu Capital Management LLC
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MA | 0.1 |
PGP Wealth Services LLC
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Zenith Solutions Inc
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PA | 0.1 |
FAMA Fiduciary Wealth LLC
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NY | 0.1 |
Virtus Financial Partners LLC
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FL | 0.1 |