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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ATCAP Partners LLC
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|---|---|
| CRD # | 158214 |
| SEC # | 801-72617 |
| CIK # | |
| AUM | $62.9 M (2025-03-25) |
| Employees | 23 (87% Investors, 100% Brokers) |
| Phone | 866-842-3356 |
| Address | 1445 Research Boulevard Rockville, MD 20850 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 18.5 |
| (b) Individuals (high net worth individuals) | 128 | 44.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 62.9 |
| By Discretionary | ||
| Discretionary | 220 | 62.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 62.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.9 | |
| Total | 220 | 62.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Preferred LLC
✚
|
MD | 1.7 |
|
ATCAP Partners LLC
✚
|
MD | 0.1 |
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|---|---|---|
|
The Rikoon Group LLC
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0.1 | |
|
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NJ | 0.1 |
|
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NY | 0.1 |
|
ANEW Advisors LLC
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|
Canterbury Investment Management LLC
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IN | 0.1 |
|
Guidance Point Retirement Services LLC
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ME | 0.1 |
|
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NY | 0.1 |
|
Lumiere Financial Group LLC
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NY | 0.1 |
|
Amberlake Partners Sam
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|
0.1 | |
|
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