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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ATFS Advisers LLC
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|---|---|
| CRD # | 324191 |
| SEC # | 801-128722 |
| CIK # | |
| AUM | $121.3 M (2025-07-08) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 805-557-8713 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Atlas Evergreeen Private Credit Fund I LP | 2025-07-08 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 4.9 |
| (b) Individuals (high net worth individuals) | 15 | 116.5 |
| (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 | 84 | 121.3 |
| By Discretionary | ||
| Discretionary | 74 | 23.4 |
| Non-Discretionary | 10 | 98.0 |
| Total | 84 | 121.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.3 | |
| Total | 84 | 121.3 |
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|---|---|---|
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Markle Financial LLC
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WY | 0.1 |
|
Curtis Wealth Management LLC
✚
|
NV | 0.1 |
|
Ashbay Capital LLC
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NY | 0.1 |
|
Bourke Wealth Management
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CA | 0.1 |
|
Mueller Wealth LLC
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WI | 0.1 |
|
The Cerato Group LLC
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NH | 0.1 |
|
Total Wealth Services LLC
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|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Epic Advisory Services Corp
✚
|
FL | 0.1 |