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| Happy Holidays!! thanks for using AUM13F!! |
| Ategenos Capital LLC
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| CRD # | 326708 |
| SEC # | 801-128024 |
| CIK # | |
| AUM | $466.4 M (2025-03-07) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Phone | 800-461-3205 |
| Address | 1000 Chesterbrook Boulevard Berwyn, PA 19312 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 48.1 |
| (b) Individuals (high net worth individuals) | 42 | 97.4 |
| (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 | 3 | 7.8 |
| (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 | 2 | 313.2 |
| Total | 1,758 | 466.4 |
| By Discretionary | ||
| Discretionary | 1,394 | 360.0 |
| Non-Discretionary | 364 | 106.5 |
| Total | 1,758 | 466.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.4 | |
| Total | 1,758 | 466.4 |
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|---|---|---|
|
The Strategic Financial Alliance Inc
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|
GA | 0.5 |
|
Edgerock Capital LLC
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|
Paradigm Wealth Advisory LLC
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NJ | 0.5 |
|
Brite Advisors USA Inc
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NY | 0.5 |
|
Peirce Park Group Inc
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PA | 0.5 |
|
New Capital Management LP
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TX | 0.5 |
|
White Pine Investment Company
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|
MI | 0.5 |
|
SPG Advisors LLC
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|
WA | 0.5 |
|
Northern Capital Management Inc
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|
WA | 0.5 |
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |