|
⚲
|
| Keyboard |
| ATCAP Partners LLC
✚
|
|
|---|---|
| CRD # | 158214 |
| SEC # | 801-72617 |
| CIK # | |
| AUM | 195.5 M (2026-04-01) |
| Employees | 26 (88% 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) | 150 | 27.9 |
| (b) Individuals (high net worth individuals) | 192 | 138.2 |
| (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 | 5 | 24.9 |
| (h) Charitable organizations | 2 | 4.5 |
| (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 | 349 | 195.5 |
| By Discretionary | ||
| Discretionary | 349 | 195.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 349 | 195.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.5 | |
| Total | 349 | 195.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Advisors Preferred LLC
✚
|
MD | 1,688.2 M |
|
ATCAP Partners LLC
✚
|
MD | 195.5 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Entasis Asset Management LLC
✚
|
WI | 197.9 M |
|
Davis Wealth Advisors LLC
✚
|
NH | 197.1 M |
|
Amphora Wealth Management LLC
✚
|
NC | 196.2 M |
|
Charter Wealth Management Inc
✚
|
NC | 195.6 M |
|
Plan Life & Wealth Management Inc
✚
|
CA | 195.4 M |
|
American Community Wealth Management LLC
✚
|
IL | 195.4 M |
|
Emergent Financial Services LLC
✚
|
VA | 195.2 M |
|
Amuni Financial Inc
✚
|
FL | 194.6 M |
|
New Century Financial Group LLC
✚
|
NJ | 192.9 M |
|
Clemson-Eps Advisors LLC
✚
|
SC | 192.8 M |