ATCAP Partners LLC

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Assets, Funds, Holdings

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ATCAP Partners LLC
CRD #158214
SEC #801-72617
CIK #
AUM $84.2 MM (2024-03-27)
Employees 23 (87% Investors, 100% Brokers)
Phone866-842-3356
Address1445 Research Boulevard
Rockville, MD 20850
Source [IAPD]
Total AUM ($MM)
907254361802009201420192025
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
Comparable Firms State AUM ($BB)
Federal PREP Advisors Inc
NY 0.1
Capstone Wealth Management Corp
FL 0.1
Seaside Advisory Services Inc
CA 0.1
The Rikoon Group LLC
NM 0.1
Conrad Capital Management Inc
NY 0.1
Timbuktu Capital Management LLC
MA 0.1
PGP Wealth Services LLC
CA 0.1
Zenith Solutions Inc
PA 0.1
FAMA Fiduciary Wealth LLC
NY 0.1
Virtus Financial Partners LLC
FL 0.1
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