|
⚲
|
| ATCAP Partners LLC
✚
| |
|---|---|
| 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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|---|---|---|
|
Federal PREP Advisors Inc
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|
NY | 0.1 |
|
Capstone Wealth Management Corp
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|
FL | 0.1 |
|
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|
The Rikoon Group LLC
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|
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|
Timbuktu Capital Management LLC
✚
|
MA | 0.1 |
|
PGP Wealth Services LLC
✚
|
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|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
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✚
|
NY | 0.1 |
|
Virtus Financial Partners LLC
✚
|
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